We are an independent fee-only FULL SERVICE WEALTH MANAGEMENT and FINANCIAL PLANNING company founded in 2009 and located in Lancaster, PA.
We serve both INDIVIDUALS and BUSINESSES. We manage individual, trust, joint, business, and retirement (IRA, Roth, Rollover, SIMPLE IRA, and SEP IRA) accounts as well as manage and serve as advisor to defined contribution plans such as 401(k)s.
If you’re an individual looking for wealth management and financial services or a business looking to implement a retirement plan, give us a call at 717-293-1170 or e-mail email@example.com.
|Mr. Strubel received his MBA in Investment Management from Drexel University. While at Drexel he managed the $250,000 Drexel DragonFund Large Cap Fund. Click here to read more.||We find potential clients are always interested in our investment track record. For more information on our Capital Appreciation Folio or our Dividend Folio including important disclaimers on how the performance results shown above were calculated please click the links above.|