Investment Bank
131 Pinecrest Court Meridian, PA 16001
Today: 8:00 AM to 5:00 PM
I know you have options when it comes to choosing a financial partner. And while the choices are overwhelming, understanding why I structure my business the way I do may help make your decision easier. I am a fee-only financial advisor. That means that the only way I get paid is through you, my client. There’s no backend broker-dealer incentivizing me to push products. If your portfolio does well, I do well. If it suffers, I suffer. This creates an alignment like no other, as my practice is directly tied to your financial success - and no one else’s.
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