The team began in 2005 when Tony started in the business. He immediately hit the ground running and has been running ever since (usually after his 2 children). Tony is committed to his clients, working around the clock in building a strong foundation with them. He realized in 2019 his practice was getting larger, and he needed to take on another teammate; so, in 2019 Leigh Murphy came aboard. Figuring it would be a good fit, since they already had 13 plus years working in the same office. She quickly became his right hand “women” as a Licensed Sales Assistant. She began planning events, seminars, marketing, scheduling appointments, and being a large part of client relations. With their combined over 40 years of experience they together believe that effective financial planning is more than just managing investments; its about understanding a client's lifes goals and translating them into a clear, actionable roadmap. We specialize in a holistic approach, which encompasses:
- Retirement Planning: Designing strategies for a confident transition into and through retirement
- Investment Managment: Constructing diversified, goal-oriented portfolios aligned with specific risk tolerances
- Wealth Preservation: Ulitlizing sophisticated techniques for tax efficient strategies and estate planning coordination
- Risk Management: Assessing and mitigating financial risks through insurance solutions and strategic asset allocation
We pride ourselves with doing what is best for our clients to make sure they are receiving the highest level of service. To do so, we work with tax professionals, attorneys notably, Pierro Connor & Strauss LLC, and many other financial professionals. We love hearing about clients’ goals, families, stories, passions, and even fears because at the end of the day we are all human and servicing our clients holistically will provide a healthy and financially sound path for them. We look forward to continuing to help our clients and those they love into the future.
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