Investor Access

Thoughtful financial planning begins with you

Our work starts with a conversation. Whether it’s in our office or at your dining room table, we facilitate a discussion that captures your hopes, dreams and concerns. Combined with our team’s collective 70 years of experience in the financial services industry, we’ve found this approach yields both thoughtful and productive financial strategies, and ensures your wealth is managed in a way that’s meaningful to you and the future that lies ahead.


Our new partnership

Our affiliation with Raymond James ensures independent and high-quality service for clients.

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A personal tailored approach

Each client deserves a financial strategy that’s customized to their individual needs and aspirations.

Learn more

Insight for investors

Helpful market commentaries, calculators and checklists for the proactive and curious investor.

Learn more


  • Our new partnership

    Our affiliation with Raymond James ensures independent and high-quality service for clients.

    Learn more

  • A personal tailored approach

    Each client deserves a financial strategy that’s customized to their individual needs and aspirations.

    Learn more

  • Insight for investors

    Helpful market commentaries, calculators and checklists for the proactive and curious investor.

    Learn more

Contact Us

1000 Commerce Park Drive, Suite 402 Williamsport, PA 17701 T: 570.979.2000 | TF: 877.203.9589 F: 877.203.9589 | Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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