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The way we conduct our day-to-day business and indeed, the very culture of our firm, are mirror images of the professional qualities and ethics we value most.

 

  • Personalization: We look at a client and see the whole person, not just his or her financial picture. 

  • Objectivity: We put the interests of our clients first, operating on a fee-only basis and accepting no income from financial product sellers.

  • Individual Excellence: Our employees drive the success of our clients by following a simple mantra, "if it's worth doing, it's worth doing exceptionally well."

  • Responsiveness: We are a proactive firm.  When we recognize a need or discover an opportunity, we act - not when it's convenient, but right away.

  • Open Communication: We meet often with our clients, communicate clearly, acknowledge our failings, learn from our mistakes, and celebrate success. 

  • Innovation: We are one financial services firm that doesn't hesitate to acknowledge creativity as a powerful tool in both the development and implementation of client solutions.

  • Trust and Integrity: These are two "must have" attributes that shape every belief we hold and every decision we make.

     
     
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Contact

Richmond Office

9030 Stony Point Pkwy.

Suite 100

Richmond, VA 23235

804.358.2702

804.358.9436 (Fax)

 

Bethlehem Office

74 West Broad Street

Suite 320

Bethlehem, PA 18018

610.882.3882

610.882.9928 (Fax)

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