An investment team committed to serving our clients

Our team includes a dozen professionals in two office locations. Each of us is dedicated to giving our clients personal attention and efficient, knowledgeable service that far exceeds the norm. We want every interaction with our clients to foster a relationship of trust and confidence, so that they feel comfortable calling us whenever they have questions about their present or future financial status.

Commited to our communities

Our team is also integrally involved in our local communities. We serve and have served as active volunteers in the civic and professional associations, local churches and youth sports organizations listed below:

This wide-ranging volunteerism stems from our core commitment to social responsibility, a value many of our clients share. We even offer a specialized wealth management option known as “socially responsible investing,” which enables clients to choose investments in keeping with their own social and spiritual values. Learn more about socially responsible investing.

One of our greatest strengths is our individual team members' diverse educational, professional and personal backgrounds. Each contributes uniquely to the comprehensive, client-centered service we provide.

We are pleased to support York County business as a member of the Chamber of Commerce.