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Our Team
Our team has a combined 50 plus years of investment experience. Our clients include high net worth individuals, families, entrepreneurs, businesses of all sizes, non profit organizations, and financial institutions. Together, we deliver recommendations on a broad scope of financial services including retirement income planning, customized investment strategies, education funding planning, inter-generational wealth transfer strategies, and life insurance planning. We pride ourselves on our ability to simplify the complex world of investments, focusing on each client's individual needs. While we add value in a variety of ways, we focus on helping investors make informed decisions about their wealth, guiding them through investment recommendations that best suit their diverse needs.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Practice
Our mission is to help investors realize their aspirations, achieve their goals, improve their quality of life, and build wealth. We strive to cultivate a relationship based in prudent recommendations and the provision of education to help our clients be responsible stewards of their assets.
"IF YOU WANT TO BECOME REALLY WEALTHY..........You must have your money work for you. The amount you get paid for your personal effort is relatively small compared to the amount you can earn by having your money make money."
- JOHN D. ROCKEFELLER
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Lance McCoy Named to Forbes 2020 Best-In-State Wealth Advisors List
Lance McCoy Forbes 2020 Best-In-State Award
Featured Insights and Commentary
Please follow the link below to a list of publications that we review periodically to help us understand the market and make recommendations to our clients.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
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