There are countless financial firms out there, but we believe in doing things differently. We are not focused on directing you towards what we believe constitutes financial success; instead, we are focused on helping you find financial confidence, no matter what that might mean for you. Our business is built around a vision and mission that we have spent decades developing, and is driven by a team that is committed to upholding those core values.
Our vision is to give every individual the financial knowledge and support they need to feel confident in their future, and to find success on their unique financial journey.
We believe in empowering our clients through education, as well as professional guidance and support. While we will help you to determine the best financial decisions for your situation, we also want to help you understand why we have recommended those options so you can move forward with confidence.
Our mission is to establish a trusted relationship with each and every client by putting their needs first at all times, providing a personalized financial plan to meet those needs, and developing a long-term partnership for their financial journeys. We build your financial plan around you by genuinely listening to your needs and concerns, and communicating with you openly and honestly.
We could not make our vision and mission a reality without our exceptional team. While each of our clients is given a dedicated advisor to work with on their financial plan, we pride ourselves on our collaborative team approach. This approach provides us with the ability to utilize the strengths of every member of the team.
You can learn more about each of our team members below.
Client Operations Team Lead
November 01, 1966 - February 15, 2020 Tom grew up in Pottstown Pennsylvania, graduating from St. Pius X High School, and receiving a BA in marketing from the Pennsylvania State University. Tom was founder and Chairman of Kalejta...