Services

  • We specialize in crafting personalized investment strategies to meet the unique financial goals and aspirations of our clients. With a keen understanding of market trends, risk tolerance, and individual preferences. Partner with us to embark on a journey towards financial success, where your aspirations become the cornerstone of a meticulously tailored investment plan.

  • We are dedicated to providing comprehensive financial guidance that empowers our clients to make informed decisions about their financial future. We offer personalized strategies encompassing budgeting, investments, retirement planning, and risk management. Let's embark on a journey towards financial success together, where your unique aspirations drive our collaborative strategy.

  • We provide personalized retirement planning services. We are dedicated to tailoring strategies to your unique goals, ensuring a secure and fulfilling future. From investment management to Social Security planning, we’ve got you covered. Our goal is to help all of our client experience peace of mind in their golden years.

  • We understand the importance of safeguarding your future and assets. Our tailored insurance strategies are designed to provide you with peace of mind and financial security. We prioritize transparency, personalized advice, and a commitment to finding the most suitable coverage for your unique needs. Your financial journey starts with a solid plan, and we’re here to assist you every step of the way.

Meet Our Team

David Smith and Alicia Pittman are independent Financial Advisors in Lancaster, PA. They specialize in creating personalized retirement plans and comprehensive financial strategies that pave the way for a secure future. Whether you’re in central PA, the surrounding area, or connecting virtually through Zoom appointments; our commitment remains the same - to provide personalized and expert financial advice tailored to your unique goals. With a keen focus on your unique financial goals and aspirations, our team excels in providing expert guidance and tailored solutions to help you navigate the complexities of financial planning with confidence. With over 40 years combined experience, your financial well-being is our top priority as we work hand in hand to build a prosperous tomorrow together. We look forward to embarking on this journey with you!

Curious about our firm’s process?

Our goal is to make the financial planning process thorough and educational

  • Schedule your call to setup an appointment virtually or in our Lancaster, PA office

  • Discovery process begins for me to learn more about your and your financial goals

  • Design and execution of a custom financial plan we build together

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