We don’t subscribe to short-term thinking because it rarely delivers success without undue risk.

Robert (Rob) N. Roy, Jr

PARTNER/CO-FOUNDER

Rob earned a B.S. in Economics from Pennsylvania State University. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations from the CFP Board and The American College, respectively.

"Nick and I trained at one of the nation’s largest financial firms. We loved the experience but we felt the firm’s focus on driving shareholder value ran contrary to the interests of our clients. Going into practice for ourselves changed everything. We now provide our clients access to an open architecture of products and services, while our top-tier credentials holds our advice to a higher standard of responsibility."

Nicholas (Nick) R. Roy

Partner/Co-Founder

Nick earned a B.S. from the University of Connecticut School of Business. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and has taught financial planning courses to financial professionals as an adjunct professor.

"When you practice truly comprehensive financial planning it's nearly impossible to be everything to everyone. The goal is to have each client feel as if we're here just for them. Rob and I employ a selection process for clients similar to how they might go about choosing us. At the very least this means ensuring the values of potential clients align with the values we maintain as a firm."