Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Principal of the Firm
Mitchel D. Shapiro, CFP®, Principal of the Firm, has over 34 years of experience as a financial planner. He consults with individuals and small businesses to develop and achieve financial goals, financial...
Jonathan M. Lipchin, Principal of the Firm, has over 25 years of experience as a financial planner. He consults extensively with retirees from federal, state, and local governments. Jonathan...
Office Manager/ Operations Manager
Taylor is responsible for all administrative tasks, marketing, back office support, customer service, paperwork, and compliance functions of the firm.