Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Matthew Burns
Associate
Robert Davis, CAIA, CFA
Partner
Michael B. Fischer, CFP®
Principal
Mariella Foley, CFP®, ADPA®, CDFA®
Richard B. Freeman, CFP®
Justin M. Giacona, CPA
Bruce A. Hyde, CPA
Adam Miller
Senior Associate
Jenna O’Brien
Marcia Paltenstein, CFP®
Steven P. Saunders, CAIA, CFA
Theodore D. Schneider, CFA
Eric Thompson, CFP®
Christopher Turso, CFP®
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Katherine Willis
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