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Our Heritage

Life is full of ups and downs. Your financial life is no different. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where we come in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a meaningful and respected long-term relationship with our clients and their families.

As members of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.

Our team holds over 75 years of industry experience helping clients through numerous economic cycles, including the dot com bubble and Great Recession, overseeing $550 million of assets, as of July 31st, 2018, across the Mid-Atlantic region. Bolstering our stability is our affiliation with Woodbury Financial Services, founded in 1968, driven by a strong philosophy of operational efficiency and strict adherence to regulatory and compliance standards. Our affiliation with the firm empowers us to put your interests first with objective, carefully considered offerings—with no obligation to promote any particular investment.

One of our greatest assets in helping you achieve financial freedom is our team. We’ve worked together for many years through changing and sometimes challenging economic cycles. We are a family, and our bond is built on sharing ideas, discussing market trends and being candid with one another. We genuinely care for one another, and that care translates over to every individual, family and business we serve. By using best in class portfolio management and trading tools, along with innovative financial planning technology and the rich diverse background of our team ensures a robust and meaningful relationship.

For more information about us and our services, please call. We greatly welcome the opportunity to learn more about your goals and dreams.