Our Firm

Today, managing your financial affairs has become not only time consuming, but also complicated.

We will work with you to understand your goals and needs by: 

  • Offering consulting and individual financial services
  • Providing unbiased and independent advice to assist you in choosing the  financial products that best serve your needs.
  • Offering highly personalized service
  • Being attentive to price

We are an Independent Financial Services Firm.  We offer services to individuals, families and businesses primarily located in Western Pennsylvania, while also offering securities in the states of Pennsylvania, Ohio, New Jersey, New York, Maryland, Alaska, Florida, Georgia, Missouri, South Carolina, Virginia and Nevada.

Our Mission Statement

It is our mission to assist our clients in simplifying the process of achieving financial independence by:

Seeking to understand their financial goals,

Providing objective independent advice,

Assisting them in choosing the proper financial and insurance products to meet their needs, and

Developing a meaningful, long-term relationship through value-based planning.