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Ignite: Not your typical virtual advisor

The world is constantly changing, and your financial plan should adapt and grow with it.

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Individuality

Create a plan that’s distinctly yours

You are your own person, and your finances are no different. You need tools that meet your specific needs and find solutions to your specific issues.

Partnership

Money decisions made easier

We’re here to support you and your plan financial planning advice with a team of financial professionals who have a fiduciary duty of care and loyalty to our clients.

Convenience

Financial advice from the comfort of your own couch, beach, or wherever you may be

Regardless if it’s for your business or your personal life, you should have a clear picture of your wants and needs. Let us help you determine realistic, attainable, and purpose-driven steps so that you can achieve your definition of success.

Benefits Integration

Put your employer to work

There could be untapped value in your company’s benefits package, so why not utilize it? Potentially maximize these offerings and integrate them into a holistic plan focused on you.

Whole Picture

See every aspect of your financial life

We believe financial planning should be a look at the whole picture, not just one piece of it. You need a service that considers all of your financial activities including your cash flow, savings, and debt so that we can help you make a plan to get you want you want out of life.

Set your finances on the right course.

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Insights

Stay in tune with the latest information.

Cheryl Donaldson

Senior Principal

Individuals and Families

401(k) Planning for 2023

November 22, 2022 - Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Estate Planning

2023 Gift, Estate, and GST Tax Changes

December 2, 2022 - This insight highlights the gift, estate and GST tax changes for 2023.

Judith Gordon

Principal

Estate Planning

A Primer on Planning for a Special Needs Child

December 18, 2023 - Special needs planning is designed to provide a way to take care of a disabled family member without disrupting the individual’s eligibility for government benefits.

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Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal

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Stephanie Bellisario

Principal

Find your ideal financial advisor with our personalized Concierge Program.

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This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Principal

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Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: June 2026 Economic and Market Outlook

June 3, 2026 - In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like…

Incentive Stock Options

The Post-IPO Lockup Playbook for Equity Holders

June 12, 2026 - If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major…

Incentive Stock Options

Own Stock in a Company Planning an IPO? Here’s Answers to FAQs

May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…

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