Like you, we are
invested, diverse,
and dynamic.
Our aim is to develop a lasting partnership built on expertise and connection, that empowers you to secure a future not simply
for living, but thriving.
MPACTing Individuals
Fixed Investments
Equity Investments
Individual Retirement Accounts
Alternative Investments
Disability Insurance
Long-Term Care Insurance
Life Insurance
Annuities
Comprehensive Planning
Account Structures
Individuals
Business Owners
MPACTing Business Owners
Investments
Retirement Plans
Executive Benefits
Risk Management
Group Insurance
Business Continuation
Captive Insurance
Our Advisors' Education and Certification
CDFA®
Certified divorce financial analyst®
CAP®
CHARTERED ADVISOR IN PHILANTHROPY®
cfp®
certified financial planner™
cfs
certified funds specialist
ChFC®
CHARTERED FINANCIAL consultant®
clu®
charted life underwriter®
CPA
CERTIFIED PUBLIC ACCOUNTANT
CPFA™
CERTIFIED PLAN FIDUCIARY ADVISOR™
MBA
MASTER OF BUSINESS ADMINISTRATION
NSSA
NATIONAL SOCIAL SECURITY ADVISOR
RMA®
RETIREMENT MANAGEMENT ANALYST®
CR & TECHNICAL EXPERT, SOCIAL SECURITY ADMINISTRATION (2000)
WHARTON CERTIFICATE IN RETIREMENT PLANNING - UNIVERSITY OF PENNSYLVANIA, WHARTON SCHOOL OF BUSINESS