Focus on the Long Run
We don’t think we’re great at what we do because we can see the future.
We believe we are great wealth managers because we can’t.
Any advisor can grow your money, but no one knows their future, so we plan accordingly.
Decades of financial planning experience sharpened our insights. Constant learning invigorates us. Each unique client situation challenges us.
Watch our videos to hear some client stories, read our blogs to get our opinions, check our book reviews to find a good read.
And when you’re ready, schedule a meeting to start planning for your exceptional unknowns.
Zoom Open Hour Events
Check our upcoming schedule of Zoom Open Hour events By clicking here.
When should I expect my 1099?
It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099...
Contact Us
Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email...
Zoom Open Hour Events
Check our upcoming schedule of Zoom Open Hour events By clicking here.
When should I expect my 1099?
It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099...
Contact Us
Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email...
Recent Posts
The Great Flood of ’55 – VLog
The great flood of 1955 washed through the Broadhead Creek separating Stroudsburg from East ‘burg. Lots of people died. Lots of property got destroyed.
Violet Takes First Steps – VLog
Ready to get into shape physically? How about financially?
Marty Goes Camping – VLog
It’s that time of night for Marty. Brrr, it’s cold outside. Heck, it’s cold inside the tent. Unzip the sleeping bag, and then the tent.
Cynthia Texting While Driving – VLog
Cynthia glanced at the text message. She’d been in a hurry and forgot to connect the phone to the car’s automated system. SOS from mom. She stared at it. Until it was too late.
Runnin’ Ralph Gets Skinny – Vlog
Runnin Ralph’s primary was a sports doctor with great credentials; team physician for the San Diego Chargers of the National Football League and extensive work with a Tour D France champion.