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Our Company

Travers & Associates represents the richest 1% of wealth in the country. As part of our founding philosophy, we believe that when our clients are truly educated on financial matters, they will make the most effective decisions.

Our advisors are highly qualified and maintain a partnership with one of the nation’s foremost insurance brokerages. The Travers & Associates team also has access to top underwriters, trust/estate attorneys and CPAs, ensuring our clients receive unparalleled information and service from the industry’s leading experts. 

Our Commitment

Our ultimate goal is to preserve and transfer our clients’ wealth in a tax efficient manner. 
We work for you, not the insurance companies. By staying on the cutting edge, our advisors 
consistently bring fresh ideas and new opportunities to the table. 

Our Principle

We are your trusted advisor in all financial matters. Integrity informs all of our decisions. That’s the foundation of our client relationships and the key ingredient to sustainable success.