Headquarters is in Conshohocken but have a local office here in the Lehigh Valley.
We typically work with people nearing retirement or have retirement on their mind to help them accomplish 3 primary objectives for them for when they enter retirement:
"Retirement income planning has now emerged as a distinct field in the financial services profession, though it is still in its infant stage and undergoing growing pains"---Wade D. Pfau, Ph.D., CFA
We are looking to merge or acquire books of business within the Lehigh Valley. We have a team of 10 here in-house at our Lehigh Valley office with over 100 years of experience combined from all of our licensed advisors.