Our commitment and dedication to our clients are clear. As a fee-only Registered Investment Advisory firm, we are bound by a code of ethics requiring the highest obligation of care, good faith and trust to always act in our clients' best interest. We are independent of proprietary products, quotas or other conflicts of interest that could affect advice.
Unlike brokers and financial representatives who are only held to a suitability standard, we are registered with the State of Pennsylvania and adhere to the stricter fiduciary standard.
We access our clients' needs, work with them to find investments that fit their lifestyle and help negotiate their way through this overwhelming arena.
Our goal is the same as yours, to deliver a winning portfolio.