Flatwater Bank

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Let’s team up

We’re here to plan, protect, and invest in your financial success.


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Legacy planning

Take control of your future.


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Education Planning

Preparing for their brightest future.








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Investment service center

Teaming Up for Your Success

We maintain a constant commitment to putting service first.
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Schedule an appointment
Use our easy online scheduler to set up a time to talk.

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Contact Us
Have a question or a quick inquiry? Send us a message and a team member will be in touch soon.

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Contribution Limits
Leverage your tax advantaged accounts by maximizing your contribution limits. Our advisors can help.

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Advisor Insights
Educating you and those you care about is our priority.  

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Our Team
Dedicated and experienced professionals ready to create a custom approach for your goals.

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Why Work with an Advisor

We strive to meet our client’s goals by designing personalized financial plans.


Team up with a financial professional who will give you tailored advice to fit your individual needs and a plan of action to achieve your goals.
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Financial check-up

Are you on track?


Meet with an advisor to review your finances and make sure you’re on the path to success.

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Medicare Supplement-

We can review your coverage.


If you are looking for a trusted resource to help navigate the process and choose the right options for you, we can help.

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Employer Sponsored Plans

Access to retirement plans that put you and your employees first.


Whether you have few employees or hundreds, offering the right benefits are important.  Let us help you choose the right plan for your business.

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