We conduct a comprehensive financial interview to determine the best route for your financial future. We'll pinpoint your risk tolerance and retirement confidence while we work closely with you to understand your goals, values, current financial status, and income needs.
We’ll develop a plan or proposal that will be presented to you, outlining recommended income, savings goals, strategies, and benchmarks we’ll measure.
We will select the tools and resources needed to implement your strategy and to help meet your unique needs and goals.
You will have 24/7 access to your financial plan and aggregation. We’ll regularly meet to review the progress of your plan against benchmarks and changes in your life, then make adjustments as needed.
Julia Brufke Wenger
Julia is a Certified Financial Planner®, Chartered Financial Consultant®, IRS Enrolled Agent, & holds a Bachelor of Accounting from Villanova University and Master of Science in Financial Services degree from The American College of Financial Services. She has served as a specialist contributing to the Wall Street Journal, Journal of Financial Planning, Advisor Today, SmartCEO Magazine, & many other publications.
Anthony Nicolai
With over 20 years in the financial services industry, Anthony uses his experience with insurance, retirement plans, income planning, & portfolio design to help individuals & businesses achieve their financial goals. He graduated from Towson University with a bachelor’s degree in finance.
Sean Osborn
Sean is a recent addition to our team. He has a Bachelor of Business Administration in Finance from Temple University. Sean enjoys working with clients to improve their financial literacy.