What sets us apart?

We are in a unique place to help you juggle the complex realities of health care costs, tax changes, multiple sources of income, changing circumstances, and investment management. Highlighted below are three traits we believe set us apart from the competition.

Fiduciary financial advisor

As a Registered Investment Advisor, the standard of care that we owe to our clients is different than non-fiduciary advisors, such as brokers, owe to the clients they serve. Of the more than 300 financial advisors in the Erie region, only a few work to a fiduciary standard, the highest standard of care in the industry. Regulations governing financial advice don't protect investors as much as you might think. It's important that you understand the difference between a fiduciary and a non-fiduciary advisor.

Empathy focused

Our every action is fueled by "walking in another person's shoes." We are able to see things from your point of view because we have decades of experience working with clients in situations similar to your own. Because empathy rules the day, we are naturally client focused which has a direct impact on your financial success. 

We make it easy to work with us

Making things simple and easy begins with a seamless, pleasant experience opening your new account which can be done in minutes rather than over a couple days and without reams of papers and grueling forms to fill out. And most importantly, we smooth the transition from your previous advisor to us. Along with Charles Schwab, we handle transferring your assets so you don't have to.