The human side of wealth management.

You know where you want to go.
We can help you find your way.

It’s not just about money. It’s how you live. What brings you joy. The lives you touch. Your dreams, your choices, your vision of what you want your future to be. And how the right path can take you there.

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Approach

Our people and process have guided clients across generations.

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Services

Our broad expertise assists you, your family and your business.

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About

Our perspective fosters wise choices and disciplined investing.

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Better Outcomes Begin Here.
We offer personalized plans and customized advice to give you financial peace of mind.

Andrew Buzan, Co-CIO | Portfolio Manager

Andrew Buzan is something of a Renaissance Man. He plays guitar in rock band. He plays softball in a city recreation league. And he blends exceptionally strong analytical skills (multi degrees in finance and economics as well as a Chartered Financial Analyst® credential) with a sophisticated understanding of human behavior and financial decision-making. That is a very good combination for the guy who has leadership responsibilities for the Kelman-Lazarov investment team.
Meet The Team