01. Our Mission

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Vision

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Values

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing plans
 

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Alternative Investments
  • Variable Annuities
 

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care

Our Team

Wealth Management Assistant

Elisabeth joined the firm in early 2015 as an accountant assistant. She quickly adapted to the fast pace of the firm...

Wealth Management Assistant

Christina is a 2018 graduate of Shippensburg University with a BSBA in Finance and a minor in Economics. She is from...

Financial Advisor

Brian comes from a diverse background in client service, operations management, and public service. He helps clients...

Schedule an appointment and speak with one of our financial professionals 

 

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