As planners, we take a holistic view of your financial world.

We take pride in guiding public educators and their families through their pension and retirement benefit decisions, and we've built our practice understanding that many of our clients are married to professionals that face similar decisions in their own fields. From corporate executives to engineers, we've just about seen it all and are well-equipped to help you and your family make educated decisions that complement everything else in your financial world. We're a financial planning company based out of Lancaster, Pennsylvania and we look forward to working with you.

Performance Online Access

Custodian Account Access

Meet The Team

Existing clients can follow this link to access performance software to see a comprehensive view of their accounts and review a variety of performance metrics.

 

Existing clients can follow this link to access their Pershing statements and view account documentation.

Our staff is here to help you. We invite you to meet the team that is dedicated to providing you with a high quality client experience.

 

All of our investment advisor representatives hold licenses and credentials that may be verified by FINRA's BrokerCheck.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Osaic Wealth, Inc., an SEC Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Any opinions expressed in this forum are not the opinion or view of Osaic Wealth, Inc. and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. For more information, view the Osaic Customer Relationship Summary here.