Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Advisors

Advisor photo for Phil Harmon

Phil Harmon

CFP®, ChFC®, CLU®

Financial Advisor

Franchise Owner
Visit Phil Harmon's website
Advisor photo for Brad Buist

Brad Buist

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Brad Buist's website
Advisor photo for Zoe Wilbur

Zoe Wilbur

CFP®

Financial Advisor

Visit Zoe Wilbur's website


Team

Melea Price

Melea Price

Paraplanner

Samantha Hirsch

Samantha Hirsch

Client Service Specialist

Maryann Gasper

Maryann Gasper

Client Relationship Manager