Broker Check

WHY CHOOSE US

WHY CHOOSE US

“We take your journey seriously and we'll be there every step of the way.”

Our mission is to help clients pursue their life goals and dreams. We strive to do this by creating and following a customized financial plan for them. Through the plan and our experienced advice, our clients can gain the comfort and confidence to make well informed financial decisions in all aspects of their lives.

Fiduciary Responsibility in Advisory RelationshipsIn our advisory relationships, financial well being is not just a priority, it's our fiduciary duty. Licensed through LPL Financial, we have a fiduciary responsibility to our advisory clients and, as such, are obligated to act in the best interests of clients and make full and fair disclosure of all material conflicts of interest.   Our advice is not influenced by external factors such as commissions or hidden fees. 

Independent: We are committed to providing personalized and client-centric financial guidance that aligns with your unique goals and aspirations. We are not driven by sales quotas or proprietary products, ensuring that every recommendation is made with your financial well-being in mind. Our independence empowers us to prioritize your best interests, crafting customized strategies that align with your goals, risk tolerance, and timeline. 

Experience and Knowledge:  Most of our team has been in the financial services industry for a very long time.  Additionally, our whole team is always adding to their financial knowledge through self-study, industry trainings and financial certifications. We also make it a practice to share what we learn regularly to better support our clients.

Planning:  By building personalized plans designed around individual needs, we enable clients to not only identify goals, but take action toward pursuing them.  We believe working toward pursuing your financial goals requires more than simply choosing the right investment products. To us, the potential for success demands a deep understanding of not only your objectives, but your personal values, time horizon, risk tolerance and expectations.

Guidance: We don't stop at investments. We care about the whole financial picture of our clients’ lives.  We often help them think through big financial decisions such as buying a home, starting a family, or sending a child to college.  We provide and offer advice on many aspects of your financial life. 

Transparency:  We believe in being honest and forthright regarding fees, communications and business transactions. 

Integrity:  We work hard to provide financial services designed to enhance the lives of our clients and the people in our community.  Maintaining ethics and integrity in our actions is also very important to us.  Our commitment to maintaining the highest ethical standards helps us hire great people, attract loyal clients and contribute back to the community that supports our business.  

Complimentary Consultation Meeting:  We offer a complimentary,  no pressure or obligation, consultation meeting.  During the meeting, we will listen to your goals, examine your current financial situation and offer honest, forthright answers to your questions.  For your convenience, meetings are offered to be conducted by in-person, phone or video conferencing.

To schedule your complimentary, consultation meeting:

1. Call our office: (717) 461-7828, or

2. Use the online scheduler below: 


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