Applying wisdom, intelligence and integrity to help families achieve their financial goals.

Our goal is to help our client's lead successful lives free of financial stress. We believe that prudent financial counsel combined with a commitment to act, is the path to achieving ones goals. Our team members have earned advanced degrees and certifications, and engage in continual education so they can provide sage guidance. While we are proud of what we do and what we have achieved on behalf of our clients, it is our core values that motivate us and separate us from the crowd.



Integrity:  We build integrity by doing what we say we are going to do, when we say we are going to do it. The value of our advice can only be realized when our clients trust us.  Integrity is the cornerstone of that trust and can never be compromised.

Our Client's Interest Always Comes First: By placing our client's interest above our own we build integrity and trust, and in turn, achieve personal success.  This simple formula has always guided us and always will. 

The Pursuit of Excellence:  For the benefit of our clients, we want to excel at what we do. 

Highly Personalized Service:  We treat our clients the way we like to be treated.  Pampering our clients is not only enjoyable, it's good business practice.




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New clients accepted by referral only.

We hope your visit to our web site will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.




**** SPECIAL REPORTS: (Click links or images to view the reports)****

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IRS 2014 60 Day Tax Free IRA Rollover Ruling

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Janney Investment Perspectives March 2014

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Ivy Funds Investment Commentary February 2014

The Long-Term Investment Outlook For China

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Janney 2014 Outlook

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