We know that no financial firm can be all things to all people. We have dedicated our professional careers to building an organization that represents our core philosophy of how financial planning should be done. Maintaining our integrity through independent ownership, putting the planning process ahead of products through a fee based structure and providing superior service are the fundamental tenants of that philosophy. We feel that we have successfully blended the support and strength of large national organizations, with the service, attention and dedication that only an independent hometown firm can bring.

Each client relationship begins with a thorough discussion of your unique financial needs. An initial meeting with us identifies how we may best assist you. We would love to spend some time learning about your needs, goals and desires. If you would like to learn more about what our firm has to offer, give us a call today. We would be happy to schedule a time to meet us and help you address your financial goals and dreams!

Located outside Central Pennsylvania?

Contact Information

(717) 207-7123
 147 North Shippen St
Lancaster, PA 17602
For clients in the Hershey area, appointments are available at 150 West Chocolate Ave.   Hershey, Pa. 17033.