We are an independent, fee-only firm that provides investment management and financial planning solutions to help you experience the retirement you have always dreamed of. We take the time to get to know your goals and help you navigate your financial options to build a retirement strategy that works for you.
Our mission is to provide disciplined investment management and objective advice to help you get the most out of your financial resources so you may enjoy a balanced and fulfilling retirement.
Through our client-friendly process and time-tested investment strategies, together we can develop a plan to help you retire with confidence. We pride ourselves on building deep personal relationships with our clients and finding solutions that are closely aligned with your needs.
Our clients are typically:
As CERTIFIED FINANCIAL PLANNER™ certificants, Greg Miyashiro and his son, Ryan Miyashiro are held to the financial industry's highest standard. Greg and Ryan have over three decades of experience working with Hawaii's retirees and families.
As a local firm, we understand the unique values of Hawaii's diverse cultures. We provide our clients a comfortable and relaxed environment to discuss their financial goals, needs and concerns.
Who We Serve