Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Advisor photo for Stephen Rifici

Stephen Rifici

CFP®, CRPC

Private Wealth Advisor

Managing Director
Visit Stephen Rifici's website


Team

Katie Danielov

Katie Danielov

Registered Client Service Associate,

Practice Manager

Qualifications

  • Bachelor of Science, University of Delaware
  • Series 7
  • Series 66
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Payal Dodwani

Payal Dodwani

Client Service Associate




Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.