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ABOUT US

As financial planners, we deliver highly customized service that focuses our expertise on each client's unique set of needs, priorities, and objectives.

Our goal is to help you gain a sense of security by adding value to your lives and your legacy through conscientious stewardship. We understand how important our work is and we consider your trust a great privilege.

Our clients range from individuals and families in all phases of wealth accumulation and estate planning, to business-owners and corporate executives focused on succession planning and tax mitigation strategies.

We serve clients in a vast geographic area with specific concentrations in:

  • Stone Harbor, Avalon, Cape May County - New Jersey

  • Berlin, Salisbury, Ocean City - Maryland

  • Rehoboth Beach, Fenwick Island, Georgetown, Millsboro, Sussex County - Delaware

  • Philadelphia, West Chester, Reading - Pennsylvania