Our story
25 years of helping clients.
-
2001
How it started
Tim and Cyndi Walsh started the firm to help friends and family with important financial decisions, drawing on their years of institutional investment experience.
-
The next two decades
Growing through relationships
The firm grew into a full-service investment advisory practice, with personal service and long-term client relationships at its core.
-
January 2026
A new generation
After years of working with and learning from Cyndi, Owen Rush took over leadership of the firm. He carries their legacy and the same approach forward.