Our team of advisors has worked in every sector of the financial services industry. Our breadth of expertise and years of experience allow us to provide our customers with a personalized and expansive array of financial strategies.
We are dedicated to creating lasting relationships with our clients based on trust and success.
Since 1992, Michael has helped clients prepare and invest for their retirement years. Most of his clients are in or approaching retirement, and his Conservative Financial Strategies theme resonates well with their desire to smooth out volatility in their portfolios.1
I pride myself on offering all my clients a unique service combining personal attention with 28 years of investment expertise. Implementing my own proprietary strategies, I specialize in creating, monitoring and managing portfolios designed to reflect my client’s risk tolerance and investment goals.
Danielle J Ives, AAMS
Everyone’s economic and life situation is unique, and I keep that in mind when providing financial advice. I believe that personalized service is essential when matching clients with the right financial products and services. My tenure of 17 plus years in this industry, provides me with that knowledge for my clients.
Richard Callahan, CPA, CFP©, CLU
I have been in the tax, accounting and financial planning business for over twenty five years. I started my own Accounting practice in 1988. I added financial planning to my practice in 1996 as my clients had been requesting those services for some time.
David began his career in the financial services industry in 1997. Since that time he has experienced many different types of markets. The one constant during these markets is that clients want to ensure they have enough resources to experience the FUN in their retirement.
Drew is the Operations Manager for Doylestown Wealth Management.
I have worked in the securities business as a licensed professional for 10 years. Starting in the spring of 2014, I have had the pleasure of working with Rob Schmauk and his clients. We always encourage clients and individuals with financial planning questions to reach out by visiting us at the office, calling or sending an email.