Our firm was established in 1986 as a sole-proprietorship under the name Greg Miyashiro, CFP®. The vision was to provide a refreshing and better alternative to individuals and families of Hawaii from the product-centered approach so prevalent in the financial services industry.
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.
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. Being independent enables us to maintain a very competitive cost structure that benefits our clients with no conflicts of interest.
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 life.
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.