We're Here For You
Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
Who We Are
We are a small family-owned company that first opened its doors for business in Johnstown in 1972, just down the street from our current office.
What We Do
Over the years, we have grown from an accounting-based bookkeeping business into a full-service financial planning firm.
Why We Do It
We understand the challenges of making financial decisions, from creating a budget to planning for retirement to deciphering the newest tax laws. We want to help you through that process.