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Helping education professionals retire with ease

We were recently profiled in an industry publication that describes who we are, what we stand for, and a brief history of our company.

As planners, we take a holistic view of your financial world.

 

We take pride in guiding public educators through their pension and retirement benefit decisions, and we've built our practice understanding that many of our clients are married to professionals that face similar decisions in their own fields. From corporate executives to engineers, we've just about seen it all and are well-equipped to help you and your family make well-educated decisions that complement everything else in your financial world. We're a financial planning company based out of Lancaster, Pennsylvania and we look forward to working with you.

 

Performance Online Access

Custodian Account Access

Meet The Team

Existing clients can follow this link to access Albridge Performance Software to see a comprehensive view of their accounts and review a variety of performance metrics.

 

Existing Clients can follow this link to access their Pershing statements, view account documentation, and to opt-in for paperless e-delivery.

Our staff is here to help you. We invite you to meet the team that is dedicated to providing you with a high quality client experience.

 

All of our investment advisor representatives hold licenses and credentials that may be verified by FINRA's BrokerCheck.