Our team’s name, Halcyon Financial Partners, represents our vision of service to clients and community and reflects our team approach and commitment to our valued clients. The word “Halcyon" as an adjective is characterized by happiness, great success and prosperity and is often used to describe an idyllic time in the past that is remembered as better than today. As a noun, “Halcyon” is defined as a non-passerine bird with a short tail and along stout sharp bill. Legend states that these birds’ nest at sea about the time of the winter solstice and calm its waves. Simply put, our goal is to present a team approach to service and to bring more peace and calm to your financial life.
At the core of Halcyon Financial Partners is the mission to help you and your loved ones feel more confident, connected and in control of your financial life. We seek to form long-term relationships, like family with our clients based on integrity and loyalty. With these values as our core principles, we deliver personalized guidance and planning to help clients achieve their goals for both today and tomorrow. We strive for passion, humility, and professionalism in all our interactions.