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Overview

Experience

With more than 75 years' combined investment and financial planning experience, our portfolio managers hold post college degrees that include a MBA and the CERTIFIED FINANCIAL PLANNER™ designation.


One of our greatest accomplishments was the manifestation of this trust in the fourth quarter of 2008 and second quarter of 2009, near the center of the market meltdown … our firm’s assets under management and number of clients INCREASED during this period, unlike the experience of many advisers.


Trust

We operate on a Fee-Only™ basis, meaning we do not earn commissions on any investments we buy and sell for your account.  Our independent status assures that our advice is objective and in your best interest… on interest.



Competitive Advantage

Our competitors come in all shapes and sizes - from large brokerage firms to bank trust departments to mutual fund companies who have begun advising clients alongside their fund offerings, which already charge management fees. Read More...

Proven Value

As Warren Buffett says, “Price is what you pay, value is what you get.”  As a smaller firm, we focus our attention on your individual circumstances and tailor an investment portfolio to your needs. Read More...

Continuity

Unlike many of our larger competitors, where new faces greet clients almost monthly, when you call us you’ll always speak with the partner responsible for your investment results: either Founder Sam Dreher, Managing Partner Tom Velevis or representing the next generation, Investment Associate Michael White.