Thoughtful and heartfelt financial advice from entrepreneurs to entrepreneurs.

We LOVE our clients and treat them as family—we not only operate in our clients’ best interests, but also genuinely delight in their personal and professional success. We EMPATHIZE—we go out of our way for you when it matters most. We actively THINK… and take pride in thoughtful deliberation, research and ideas surrounding complicated topics. As an independent firm, we maintain ACCESS to world class resources to HNW and UHNW clients through both Raymond James as custodian and M Holdings Securities, Inc as broker dealer, each bringing complementary products/services for discriminating business owners. We are not cookie cutter and delight in crafting/implementing plans unique to each client. We GIVE generously to our community as we want to mold/shape our world into a better place.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.
Christopher L. Corley
Christopher Corley, AIF®, CPFA®, MBA
Managing Director
Matthew D. Pardieck
Matthew D Pardieck, CFP®, CIMA®, ChFC®, CLU®
Managing Principal
Ansley Mellette
Ansley R. Mellette
Registered Client Services Associate/CCO

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.
Business men shaking hands

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
Business meeting with two men

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.
Woman holding a newspaper and a coffee

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

The many lives of the U.S. consumer

The many lives of the U.S. consumer

Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Inflation remains on a downward path

Inflation remains on a downward path

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Visualize your future [VIDEO]

Visualize your future [VIDEO]

A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
A volatile year with a silver lining

A volatile year with a silver lining

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
When would it be ok to start cutting rates, and by how much?

When would it be ok to start cutting rates, and by how much?

Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Recapping November’s key market events

Recapping November’s key market events

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Why do the wealthy borrow? Sometimes, debt makes sense

Why do the wealthy borrow? Sometimes, debt makes sense

Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle
Equities rebound in November, ending a three-month slide

Equities rebound in November, ending a three-month slide

The S&P 500 recorded eight consecutive days of gains during the month, its longest stretch since 2021.
Markets & Investing
Never stop earning

Never stop earning

How your retirement savings can continue working for you.
Retirement & Longevity
Understanding long-term care

Understanding long-term care

Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle
Understanding the difference between long-term care and long-term disability

Understanding the difference between long-term care and long-term disability

A person turning 65 today has a nearly 70%1 chance of needing some type of long-term care in their retirement years.
Retirement & Longevity
Bond market perspective

Bond market perspective

Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte

Ask about our complimentary financial planfor business owners.

Form CRS | Form ADV Part 2A and 2B

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Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Harbour Wealth Management Group, Inc. Harbour Wealth Management Group, Inc. is independently owned and operated.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

For important information related to Harbour Wealth Management Group, Inc., refer to the Harbour Wealth Management Group, Inc’s Client Relationship Summary (Form CRS) by navigating to Form CRS

The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. 4169486

Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and any affiliates are not affiliated with M Financial Group, M Holdings Securities, Inc., its affiliates, or its Registered Representatives.