ALLIANCES

We are a small office that provides a comprehensive array of services and products to our clients. In order to provide the best possible advice, we have a number of strategic alliances. These alliances function as our “back office” and allow us to provide “state of the art” financial planning services while retaining a small and intimate practice.

• Pennsylvania Financial Group
  PFG is an affiliation of more than 100 independent financial advisors in eight states. This alliance provides us with strategic business support, practice management consulting, legal counsel and support and insurance products and services.
• PFG Financial Advisors
  PFG Financial Advisors is a registered investment advisor and an affiliate of Pennsylvania Financial Group. This alliance provides support and oversight of our fee-based financial planning activities
• Walnut Street Securities
  Walnut Street Securities is a broker-dealer that is securities licensed in all 50 states, with more than 1400 registered representatives. It is an affiliate of MetLife. We offer all of our securities products through Walnut Street Securities. They are “committed to providing professionals with access to the most advanced resources available” to assist their clients and their practices.
  
• ARIS Corporation
  ARIS is an independent firm that provides investment services; trust services, retirement plan services and benefit services to a nationwide network of more than 150 independent financial advisors. We work with ARIS Corporation to provide wealth management for individual clients and retirement plan design and administrative services for our small business clients.
• Other Advisors
  We also work with a variety of accountants and attorneys to provide an integrated “team” approach to meet our client’s needs.