Actually, I am retired! Everyone should spend every day on their own terms in retirement, doing things they enjoy. For me, this is what I love - helping people achieve financial freedom and independence.
The down-side is that we’re a small firm. We pride ourselves in personal, white-glove, concierge type attention to our clients. We can only take on so many clients before we start a waiting list, so join our roster today!
You aren’t obligated to follow our advice. In each case, we’ll talk about the pros and cons of any decision that may need to be made. We cannot make any investment changes in your account without your prior knowledge and consent. You’re the boss!
Cost is dependent on the type of services you may need. In addition to investment management services, we offer workshops and hourly rates for special projects. See our Rates page for details.
We practice financial discipline, carrying no debt and very little overhead. We have no fancy offices or expensive vehicles for you to help pay for. We align ourselves with partners who have a similar altruistic strategy, and use the latest technology to streamline our operations.
We’re based in Nazareth, PA, USA and available for in-person meetings in the Lehigh Valley area. We’re also available throughout the United States via video conferencing, telephone, text, and email.