
Our Services
Since 2007 our firm has been offering financial services to help our clients with retirement planning, estate planning and wealth accumulation strategies. Both Chad and Bill have successfully completed requirements to obtain Series 66 and Series 7 Security Licenses, allowing us to integrate financial services into our practice. This addition to our practice enables us to offer our clients the opportunity to receive financial advice from one trusted, ethical and highly educated professional who is closely in tune with their financial needs.

About Our Firm
Practicing since 1973, our firm has been serving businesses and individuals for 40 years. Although located in small town Kennett Square, our client base stretches nationwide. From business growth to changing family needs, we continually strive to find opportunities that will address our clients’ evolving circumstances. Our professional involvement in clients’ financial and personal matters demands and receives the strictest degree of confidentiality. Our entire staff, both professional and support personnel, is sworn to clients’ complete trust.