Broker Check

1253 Centre Turnpike
Orwigsburg, PA 17961

Planning Together

We are here to guide you through every stop of life.  From your graduation through your later years, let us be your drivers on this journey.

Learn about our Products & Services

Supporting the community

Running a small business is about more than profit and loss.  It’s about contributing to the health of the community and being a good neighbor. 

Learn how we give back

Helpful content

We offer a full library of resources to help boost your financial planning knowledge.

Rightsizing for Retirement

What does your home really cost?
Learn More

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn More

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More

Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. Contact us today.

Name
Email
Phone
Question
Thank you!
Oops!