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300 Bridge Street
The path to your financial goals isn’t always a straightforward one. Changes at work or home can affect a financial plan even more than the ups & downs of the stock market. That’s why it’s important for us to treat your financial plan as a living document & keep the conversation going. We believe that an ongoing planning service encourages you to define your goals and will lead to strong results. Since some people have more complex planning needs than others, the process simply cannot be one size fits all.
We offer financial planning on a subscription basis, providing tiers of service to meet varying needs.
A pay-as-you-go subscription better encourages a continuing conversation between you & our team, instead of a one time transaction with a large upfront cost. Subscription planning also provides an avenue for advice on simpler or more immediate planning concerns.
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.
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 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.
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