What We Offer

Partners in Your Financial Journey

A journey is a long-term event and we want to be your personal financial guide along the way. We will coordinate your investments to align with your true financial needs and coordinate your other needs with appropriate professionals such as attorneys, accountants, banking/lending institutions, and insurance agents. We have access to local Trust Services also and can coordinate those needs. We will go with you to these meetings to help ensure goals match up with services. There is no additional fee as our services are comprehensive.

We accept nor pay any referral fees.

Office Hours

Mon – Fri: 8:30 AM to 4 PM


Areas We Service

  • Gettysburg, PA and all of Adams County
  • Harrisburg, PA and all of Cumberland County
  • York, PA and all of York County
  • Chambersburg, PA and all of Franklin County

Latest Articles


Recent Articles

First Quarter 2023 Commentary
Third Quarter 2018 Client Commentary
Second Quarter 2018 Client Commentary