About
One team handling your investments, your plan, and your estate, so nothing falls through the cracks. We explain every step in plain language and keep saving simple, so you always know where you stand.
Core Values
Honesty
We explain the "why" behind every recommendation in plain language — no jargon, no confusion, just answers that actually make sense.
Transparency
You'll always know what you're paying and where your money stands. No fine print, no surprises — just straightforward answers.
Guidance
Saving for the future shouldn't feel complicated. We break it into simple steps and walk beside you the whole way, navigating you to calmer waters.
Our Team of Experts
We're a team of advisors, planners, and tax and estate specialists who share one goal: making your money simple to understand and easy to grow. Get to know the people behind your plan.
Backed by Trusted Advisors
Behind our team is a board of experienced advisors who challenge our thinking and sharpen our advice. They bring decades of outside experience, so the guidance you receive is always well tested.
Schedule a Visit
Prefer to meet in person? Stop by our Columbia office to sit down with the team and talk through your plan face to face.
Book an Appointment
Careers at Breakwater
We're building a team that cares about doing right by clients, and about each other. If you want meaningful work and room to grow, we'd love to hear from you.
Get in Touch