About our Company

Since 1982, we have been providing financial advice to physicians, businees owners and professionals.  Over the years we have received a number of awards, accolades and recognition for our committement to excellence, continuing education and high level of client service from a number of prominent institutions. Please see Archives and Awards page for complete information.   

In 1984, we began specializing providing financial advice to physicans where we provided customized financing solutions for interns and residents at the Philadelphia area medical teaching instutions. From 1986 to 1992, through our affiliation with AMA Investment Advisors, a wholly-owned subsidiary of the American Medical Association , we worked exclusively with physicans throughout the country who were transitioning from private practice into retirement.  We provided comprehensive retirement, investment and estate planning advice.

Over the years, we have conducted numerous financial educational workshops for a variety of Medical Organizations including the American Medical Association, Medical Society of New Jersey, Philadelphia, Montgomery & Chester County Medical Societies, Osteopathic Association of New Jersey, St. Michael's Medical Center,

We are a full-service financial firm committed to helping physicians, their families and employees achieve their financial goals. We offer a wide range of retirement plans, financial and insurance products and services to physicians, professionals and business owners. We take a long-term approach in developing relationships and trust with our clients, their families and their advisors. By listening to our clients and understanding their unique needs, we area able to quantify, qualify and prioritize the important aspects of their financial affairs.   We follow a  consistent approach and get to know our clients so that we can make sound recomendations to implement.  We continually monitor and evaluate our solutions and strategies for our clients so to avoid any potential unexpected results.  By understanding physicians unique needs, we are able to help simplify our clients lives and enable them to enjoy their free time so they can spend it with the people they love and do the things that enjoy most.  

We are dedicated to helping our clients accumulate, build and distribute wealth and preserve their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients.  Our independence enables us to establish working relationships with a number of industry-leading investment firms and insurance providers whose products we leverage to create customized client solutions.  Quite often we recommend only those products and services that can be tailored to suit our clients' unique needs.

The investment advisor representatives in our firm work primarly on a fee or fee -based compensation. This approach helps to ensure that you receive cost-effective, objective advice that fits your particular needs and situation, not some hidden agenda. It also means that we are here for you, ready to offer ongoing financial guidance whenever you need it, whether or not you are ready to invest.

For more information about our firm and the services we offer, contact us today.

 Investors should note that the deductions of fees will impact overall account returns.