Our mission is to work together with our clients to help define and achieve their personal financial goals - the amount they look to have for retirement.
We believe that people don’t want to just retire, they also want to have a positive impact on their communities and families.
We offer a personalized experience supported by an approach that can result in a plan you could use.
As a result, clients can look to retire and may have the ability to do bigger and better things for their community, their church, and their charities -– having an impact greater than themselves.


Our advisors

Andrew LaFontain

MBA, CPA, AAMS, RICP®, CKA®

Financial Advisor

Managing Partner of Trident Financial
Learn more about Andrew LaFontain Visit Andrew LaFontain's website

Drew Schwartz

Financial Advisor

Financial Planning Analyst
Learn more about Drew Schwartz Visit Drew Schwartz's website

Nathan Verbeten

CFP®, ChFC®, RICP®

Financial Advisor

Managing Partner of Trident Financial
Learn more about Nathan Verbeten Visit Nathan Verbeten's website

Nicholas Clemence

CFP®

Financial Advisor

Managing Partner of Trident Financial
Learn more about Nicholas Clemence Visit Nicholas Clemence's website

Nicolas Miselem

CLTC®

Financial Advisor

Financial Planning Analyst
Learn more about Nicolas Miselem Visit Nicolas Miselem's website

Sean Delaney

APMA

Financial Advisor

Financial Planning Specialist
Learn more about Sean Delaney Visit Sean Delaney's website