Services we provide
Free Portfolio Review
If you have a portfolio that you have not been satisfied with or you are not comfortable with your existing advisor, brokerage firm, or mutual fund, we will provide a second opinion on your existing investments without cost.
Financial & Retirement Planning
We assess your current financial situation and objectives and work with you to develop a sensible financial plan. We will also work with you to evaluate and discover possible sources for retirement income.
Portfolio Management
We offer model Exchange Traded fund (ETF) portfolios. In addition, for our high net worth clients, we offer customized managed portfolios.
Investment Services
Through our association with Mid Atlantic Capital Corporation, we offer traditional brokerage accounts, margin and option accounts, brokerage portfolio accounts with checking and VISA debit card privileges.