We are independently-owned and are not tied to any one company, product or provider. Our mission is to serve as your financial advocate with the goal of designing and executing the most suitable strategies around your organization’s needs.
Our principals have over 60 years of experience working at some of the nation’s leading institutions. We have a deep understanding of non‐profit organizations and corporate benefits as well as their potential opportunities and challenges. Accordingly, our transparent, objective, and cost‐effective approach is designed to ensure that you have the right plan for your unique situation.
Through our affiliation with Mid Atlantic Financial Management, Inc. (MAFM), an independent broker dealer, we offer a comprehensive array of services, strategies and tools for addressing the investment management and fiduciary oversight* needs of today’s non-profits and corporate retirement plans.
* Fiduciary oversight by MAFM limited to ERISA 3(21)