Overview

We are an SEC Registered Investment Advisor located in Southern Delaware with just over $550 mm in assets under management and advisement. We have offices in Southern DE, Villanova, PA, Morristown, NJ and Palm Beach County FL. Our business lines are wealth management, 401(K) fiduciary services for employers, and Certified Financial Planning. We are seeking other advisors, with an existing book of business, to join our dynamic team. We have a strong compliance department and use state-of-the-art technology with TD VEO platform, Orion for reporting, billing and client portal, Retail CRM, Riskalyze for risk assessments, and ADVIZR for retirement planning. We just relocated in Rehoboth and have room for expansion.

Last Activity
6 months or more

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