We’re reshaping the financial planning experience by making it more human—
Where trust is built through presence, decisions are guided by intention, and confidence is just as important as portfolio growth.
17 Mile Drive was built to serve people. Behind every spreadsheet is a story, and behind every plan is a person navigating life. We believe 17 Mile Drive stands apart—at the intersection of logic and empathy, knowledge and care.
Our values are part of everything we do.
01.
Kindness
Kindness isn’t a tactic. It’s our default. It’s how we seek to build trust and lower walls. We create space for questions, vulnerability, and honest dialogue—free from judgment.
02.
Honesty
We tell the truth. Even when it’s not what someone wants to hear. Because trust isn’t built on perfect answers. It’s built on clear, consistent communication and the confidence that we’ll always say what needs to be said.
03.
Compassion
Numbers matter. But people matter more. Behind every balance sheet is someone making tough decisions. We understand that financial decisions often come with real emotion—and we meet those moments with presence, empathy, and patience.
04.
Gratitude
Every client is a privilege. Every referral, a gift. Every tough question, a chance to serve better. From first call to legacy plan, we show up with the awareness that this work is both a privilege and a responsibility.
05.
Connection
This is the heartbeat. It’s how we stay aligned, make better decisions, and build relationships that last. We believe our clients stay because they feel seen, heard, and understood. That’s not luck—it’s design.
Financial planning should meet life as it really is—
Unpredictable, messy, and transitional. Our job isn’t to chase certainty. It’s to stay grounded in what matters and help our clients do the same.
