Art Widmann started the firm in 1988 after he left his position as a senior financial analyst for CDA Investment Technologies. Although Mr. Widmann's background was in institutional pension consulting, he wanted to work more with individuals, charities, and small businesses. Mr. Widmann started the practice providing fee-based financial analysis and performance measurement services to local money managers and small businesses. As the client base increased, so did our need for additional services and support. Over the years, we have conquered that challenge by building a successful team and becoming a full service financial planning firm.