About Us

Enhance Your Vision for the Future

At Financial Directions, we pride ourselves on delivering time-tested financial strategies with a big-picture perspective. As independent advisors, we always act in your best interest, offering objective guidance to help you navigate life’s financial complexities with clarity and confidence.

Experienced Employer <strong>Retirement Plan Guidance</strong>

Experienced Employer Retirement Plan Guidance

Retirement planning is a cornerstone of employee benefits, and we specialize in the designing and investment fiduciary monitoring of employer-sponsored retirement plans as well as providing educational services that benefit your employees. We’re here to guide you, from designing tailored plans to ongoing management and compliance.

Plans Backed By <strong>Time-Tested Experience</strong>

Plans Backed By Time-Tested Experience

With experience across various industries, our team brings a wealth of knowledge to every client. Our time-tested strategies are designed to adapt to changing markets and individual needs, ensuring you have a resilient financial plan that grows with you.

Coordinate the Pieces of <strong>Your Wealth Picture</strong>

Coordinate the Pieces of Your Wealth Picture

We believe that informed clients make better decisions. That’s why we take the time to educate you on your options while coordinating every aspect of your financial strategy. Our team provides clear, accessible advice so you can feel confident at every step of your financial journey.

Our Core Values

We act in your best interests

As an independent firm, we do not represent any one company. We objectively shop the market with only our clients’ needs in mind to offer you the best possible options.

We are experienced specialists

We know our business. No individual has true expertise in all areas. We offer a unique team of specialists who can scrutinize all facets of your finances to develop an integrated plan that seeks to increase return potential and reduce risk.

We work the way you want us to work

Whether you like “executive summaries” or delving into the details, whether you want to work with us on a fee- or commission-basis, whether you have a single need or require a comprehensive plan, we will accommodate your preferences.

We are consultants and educators

Our goal is not to sell products. Our goal is to understand your objectives and help you make smart choices. We value ongoing relationships based on mutual trust.

Meet Our Team

The Financial Directions team offers a diverse skill set and a broad range of knowledge. We’re better when we work as a team, and you’ll have every single one of us supporting you along your financial journey.

Andrew McIlvain

Senior Retirement Plan Advisor

Ian Gregory

Non-Registered Sales Assistant

Zach Lawson, CFP®, RICP®

Financial Advisor

Meet the Team

Working Together With

Explore Cetera

Make Smarter Choices with Your Money

We want to make a difference in your life. Wherever you are in your journey, our team is here to help. Contact us now to start making the right decisions to build your financial future.

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Who We Serve

We tailor our financial planning and investment services to fit the needs of a range of individuals and organizations.

How We Help You

Our Team

Our team offers a diverse skill set and a broad range of experience. Learn more about our team members.

Meet the Team

Contact Us

We offer tailored solutions for complex problems and always deliver what we promise. Learn how we can help you.

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