We identify inconsistencies in your current situation,
and design strategic recommendations to help build your dream.
We strongly believe that it is our responsibility to not only guide our clients on their path to the future, but also educate to allow our clients to make informed and confident financial decisions. Read More...
Our Value Statement
We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own. We believe in transparency and clear communications because we believe it is our obligation to our clients to build trust and help them gain a sense of security.
Our investment philosophy, which has taken years to develop, is comprised of these major building blocks: Asset Allocation, Tax efficiency/Asset Location, Manager Search & Selection, and Active versus Passive Investing
If you are a business owner or key executive, our team can help you navigate through many complex corporate financial issues, including Corporate Retirement Plans, Executive Compensation, Exit and Succession Planning, Corporate Financial Planning, and Group Life and Disability.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: We are licensed in the following states: California, Connecticut, Delaware, Florida, Illinois, Indiana, Maryland, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia. If you are a legal resident in another state, please contact us regarding securing a license in your state of residence.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.