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We are an independent Registered Investment Advisory firm headquartered in Wayne, PA advising individuals and institutions for over 60 years.A� Our goal has always been the same: build long-term relationships through integrity and high levels of client service. Our framework is comprised of developing and implementing a plan tailored to your specific objectives.A� Our diverse team of experienced professionals provide holistic financial planning, investment management and institutional consulting services in an objective capacity. A�

Our core service offerings include:

Comprehensive Financial Planning Investment Management Institutional Retirement Plan Consulting