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Let us help you define your goals and achieve your dreams. We are a different firm with a simple mission.

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Who We Are

We are an independent wealth management firm located in the heart of downtown Media, PA. We work with individuals and families to help organize, grow and preserve their wealth. We are fee-only Registered Investment Advisors, legally held to a fiduciary standard for our clients, working for you and not for a brokerage or insurance company. By putting our clients' interests first, we are focused on creating and building a financial plan that helps them achieve their financial goals.
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Meet Our Team

Our Process

Everyone needs a financial plan. You may have a plan in your head or an idea of where you are and how to get to where you want to go. We can help you understand exactly where you are today financially, and help you get clear about your goals and vision for your life and future. We will help you chart a course to get there.
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Our Clients

We work best with individuals and families who have built a solid foundation through hard work and discipline. Typically, our clients are financially savvy and have found us through researching many different financial planning firms. They understand the value and security that comes with having a strong financial plan and recognize how many other financial advisors provide conflicted advice to their clients by selling products and charging large and/or hidden fees.
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How We Charge

Controlling the cost of financial advice is an important piece of the puzzle that should not be overlooked. We are committed to providing services that are transparent and fairly priced so your advisory costs don’t wind up impeding your wealth building and preservation goals.
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