Our Services

We are an independent Fee-Only Full-Service Wealth Management and Financial Planning Company founded in 2009 and located in Lancaster, PA. Our personal attention, sound advice, and disciplined strategy can help protect and grow your family’s assets.

• Portfolio Management

  We manage investment account portfolios in separate accounts for individuals and businesses. For many of these clients we use what we call Spoke Funds®. These can be thought of as… Continue Reading

• Financial Planning

  We provide comprehensive financial planning advice to all of our investment management clients as part of their annual fee. However, we realize that not all clients are at a life… Continue Reading

• Portfolio Review

  FEES AND EXPENSES Is your portfolio full of expensive products that make more in commissions for the salesperson than they make money for you? ASSET ALLOCATION Is your portfolio properly… Continue Reading

• Retirement Plan Guidance

  Confused about what to do with your 401(k) or other employer-sponsored retirement plan and what investment options to choose? We can guide you by: Helping you think about your financial… Continue Reading

• 401(k) Plans For Businesses

  If your business is looking to implement a defined contribution plan such as a 401(k) we can help! 401(k)s and other plans can help you (the owner) save more money… Continue Reading