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A Milestone Worth Reflecting On
I just wanted to take this opportunity to say a heartfelt thank you to our clients—for helping us reach a truly special milestone: 25 years in business.
From Humble Beginnings to a Thriving Team
Justin and I started the firm back in 2000 in a small, second-floor office above a retail shop on Lancaster Avenue in Wayne, PA. We didn’t know exactly how things would unfold. But we were driven by one mission: to help people make smarter financial decisions and improve their lives.
Thanks to your trust, your loyalty, and your willingness to let us walk beside you through all stages of your financial journey, we’ve grown into something we’re incredibly proud of.
Today, we’re a team of six—each person here is dedicated to providing top-notch financial advice, investment management, tax planning, and all the other services that help our clients move forward with confidence.
Through Every Market Turn—We’ve Been There
Of course, the journey hasn’t always been smooth. The markets have had their ups and downs (just like they are right now). And, undoubtedly, we’ve faced our fair share of challenges. But the one constant has been the strength of our client relationships. And that’s what’s carried us through.
We’ve weathered the storms together. And we’ll continue to do so.
Thank You for Making This Possible
We simply couldn’t have reached this 25-year milestone without you. Your loyalty, support, and continued trust in us mean everything. It’s been a rewarding ride, and we’re looking forward to the future—with gratitude, optimism, and a commitment to continuing to serve you well.
Thank you again, and we look forward to seeing you throughout the year!
