As financial advisors at a large brokerage house, we had for many years considered forming an independent financial planning and investment firm. The final catalyst that propelled us toward the realization of our dream was the day that the building at 2948 Washington Road in Peters Township, PA, went up for sale.
This beautiful building stood out to us as the perfect space to conduct business – accessible, elegant, comfortable and inviting. We’re excited to show you our office and invite you to peruse our photos or stop in today.
