Our History

For over 55 years, our family-owned financial firm has been dedicated to helping our clients, their families, and their businesses achieve their financial goals and prepare for the future.  Our mission is to help our clients by providing them with:

  • A clear understanding of their financial goals
  • A well-defined roadmap for achieving those goals
  • Ongoing advice from their trusted advisors* who will help to adjust their plans as their needs change

Our services cover all areas of financial management from investment and retirement solutions to risk management and estate conservation. We help our clients develop a financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.

On this site, you'll find additional information on our firm, our process, and our financial solutions. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy.

For help with your financial management or for more information on Triche/Doverspike, please contact us today.