• 514 Fullerton Avenue      
    Whitehall, PA 18052

  • Mon. - Thurs. 8:30 am to 5:00 pm      
    Friday 8:30 am to 4:00 pm
    Or by appointment


We believe in having a positive impact on the lives of those around us - our family members, friends, clients, and other members of the community.

We leave lasting impressions and are dedicated to providing exceptional service by:

  Listening and discovering the needs, concerns, and goals of our clients.

  Providing in-depth financial education and advice.

  Respecting the assets and risk tolerance of each client.

  Seeking collaborative solutions when challenges arise.

  Monitoring the progress of each client.

  Communicating frequently with clients and team members.

We're dedicated to helping our clients meet their personal and financial goals through guidance and support.