About Us

At Context Financial we understand that your goals are more than financial health. We seek to understand your holistic goals and apply our decades of experience to meet them.

We love people, and we are committed to putting your needs first. We are passionately involved in helping our clients achieve their goals, like family.

We know who we are and what we stand for. But we are also open-minded, asking questions and listen intently so we can craft the right plan for you.

You can count on us through the highs and the lows. We strive to do good work, take responsibility when times get tough, and to always maintain a positive outlook.