Our Team
For over 70 years, our family's business has focused on helping our clients manage their "family business."
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
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.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
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.
Pittsburgh Melanoma Foundation
Our team has sponsored and participated in the Pittsburgh Melanoma Foundation's annual 5k for seven straight years.
Three Rivers Adaptive Sports
Our group has sponsored the organization's annual Water Sports Clinic at Conneaut Lake for five straight years.
St. Catherine Labouré Parish
Dennis, Ryan and Dan are all active members of St. Catherine Labouré Parish in Upper St. Clair.
Video Library
Q1 2023 Quarterly Update
We discuss the items shaping the markets heading into 2023 and dive a little deeper into what could be on tap this year for bonds.
Charitable Giving In Your Estate Plan
Options to consider if you want charitable giving to be a part of your estate plan.
The SECURE Act
Since the SECURE Act passed in 2019, things have changed a great deal for beneficiaries of retirement accounts (IRA, 401(k)s, etc.)
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 19, 2023
Santa Might Not Be Done
Chances are you've heard of a Santa Claus rally in the markets. If not, it's a stretch of 7 trading days (5 at year-end and 1st 2 of the next year) that market lore says will provide a glimpse of what's to come in the year ahead.
Janney's Investment Strategy Group recently put that theory to the test and explored a potentially better one - the January Indicator Trifecta. Click the link below to find out more - and where we stand on the road to a potential "hat trick."
https://www.janney.com/capital-markets/deal-announcements/deal-announcements/detail/insights/2023/01/10/santa-might-not-be-done
January 11, 2023
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.