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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