LPL Financial Plan with Rick

Halcyon Wealth Advisors is a financial services firm that helps individuals and business owners achieve their financial goals. We offer a wide range of services, including comprehensive personal financial planning, private wealth management, retirement plan advisory services, group health & welfare plans, and executive services for owners & key employees. Our approach is relationship-based, not transaction-driven, and we believe that planning for your financial future should be a peaceful, rewarding, and valuable experience. We are here to help you clarify complex topics in easy-to-understand terms and build trusted relationships that span generations.

Gerald R. Jones has been providing financial planning for decades. Our company takes pride in offering personalized services for each of our clients. We are an independent firm that works as valued partners when creating an investment plan for your future.