Our Firm

We allow you to replace random financial choices with a well-balanced idea that helps assure the elements of your financial life work together. We'll work with you to develop a personalized financial soution that is easy-to-understand and provides a way to track goals and measure progress. This includes transferring your assets to loved ones the most tax efficient way utilizing wills & trusts to avoid probate.

Finding the right mix of risk and reward, we'll create a diversified investment  idea for managing your assets in accordance with your lifestyle. Unlike,  bankers or insurance sales people, our financial advisors are not limited by a narrow field of investment choices or motivated to sell "in-house" financial products. Our Holistic approach to services places our focus solely on serving your best interests.

We craft your investment strategy with a retirement analysis based on a thorough understanding of who you are, your goals, time frame and tolerance for market risk. By developing an ongoing relationship based on trust and communication, we keep your financial road map on track amid changes in the market or your life's circumstances.

Numis Corporation, places the highest priority on maintaining its reputation for integrity and professionalism. That reputation is a vital business asset. The confidence and trust placed in our firm and its employees by our clients is something that we value and endeavor to protect.

The low client-to-advisor ratio you'll find at Numis Corporation, allows us to deliver exceptional service. Our advisors, supported by an experienced staff of dedicated professionals, work together to ensure your needs are expertly addressed with total confidentiality.

We've counseled hundreds of employees on their transitions from careers in Federal Government, Dept of Defense, Telecommunications, airlines and private industry to their next life stage, whether that is retirement or a second career. We specialize in devising strategies that roll your TSP, 401(k), pension plan, to a suitable IRA to meet your objectives.

• Strategic Asset Allocation & Architecture
• Equity Investments
• Fixed Income Investments
• Liquidity Management
• International Investments
• Alternative Investments

• Wealth Protection & Transfer Philanthropy
• Asset-Specific Analysis
• Estate Settlement & Administration

• Federal Benefit Analysis
• 401K, SEP IRA & Defined Benefit Plans
• Regular Portfolio Review & Analysis