Our Mission:
To help families and individuals deal with money successfully.

Our Promise:
We are an information only service. We no longer provide any financial services. We never sold any financial products. Our advise is free of any conflict of interest.

Our Excellence:
We have counseled thousands of people about dealing with money matters including running their small businesses, saving for retirement, buying and selling of real estate, investing and dealing with family money issues. Our reputation as an industry leading and innovative financial advisor is one we are most proud of.

Don Chambers, CPA, MBA, PFP was one of the founding directors of Mercer Global Advisors (MGA) originally headquartered in Santa Barbara, California.