$110MM AUM | $1.4MM Rev in
We are an independent Registered Investment Advisor serving the Bucks County and greater Philadelphia area that focuses on educating our clients about financial planning, investment/risk management, and sustainable retirement income. We then work with them to implement plans & strategies to achieve their goals. Through evidence based investing, we help our clients generate and maintain wealth over time and empower them through retirement education so they have a greater feeling of ownership and confidence about their financial future.
Our mission is to deliver a wealth management solution at the intersection of sophisticated financial planning and evidence based investment management to maximize the probability of successful client outcomes.
We'd like to provide a retiring advisor or firm a fantastic home for their clients as they transition out of the business.