217 Cornwall Drive
Because not all Financial Advisors are created equal
As a Registered Investment Advisor (RIA), I am required by law to act in a fiduciary capacity when serving all clients, for all accounts. Your interests come first at all times. It's that simple.
As an independently owned and operated fee-only business, I answer only to you. Because I am not owned by or affiliated with any other entity, I am free to offer advice that's agile, creative and uniquely tailored to your goals.
As a fee-only financial planner in Pennsylvania, I am compensated by the fee paid to me by you, my client, for investment management and financial planning. No sales pitch, no commissions, no products sold, and no "kickbacks."
My personalized advice is not limited to investing. I provide complete personal financial planning to help you and your family make smart overall decisions related to your retirement and your investments.
Because you shouldn't have to wait for answers, I respond promptly to your needs, in your preferred method of communication. Whether it's in person, by phone, or by electronic means.