Your Personal CFOs

Our talented team brings years of education and expertise to your financial planning and investment management. We are united in the belief that satisfied is not good enough so we constantly look for thoughtful and significant ways to delight our clients. With offices in Richmond, VA and Bethlehem, PA, we work seamlessly as a collaborative team, applying our knowledge and experience to manage your financial life. We are deeply committed to each person and institution we work with and look forward to building a long-lasting relationship together.

Meet the Team

Davis Barry

Davis Barry

Helena Bates

Helena Bates

Peter Byrd

Peter Byrd

Sarah Caine, CFP®

Sarah Caine, CFP®

Conor Clark, CFA

Conor Clark, CFA

John Paul Curtin

John Paul Curtin

Marilee Falco, CFP®, ChFC

Marilee Falco, CFP®, ChFC

Carrie Fellon,CFP®, CRPS

Carrie Fellon,CFP®, CRPS

Stacey Grainger

Stacey Grainger

Dan Honsberger

Dan Honsberger

Cindy Joyce, CPA

Cindy Joyce, CPA

Michael Joyce, CFA, CFP®

Michael Joyce, CFA, CFP®

Cynthia Levine, CFP®, CPA, EA

Cynthia Levine, CFP®, CPA, EA

Steve Luchko

Steve Luchko

Jamie Malone, CFP®, CPA

Jamie Malone, CFP®, CPA

Adrienne Martin

Adrienne Martin

Van Nguyen, FPQP™

Van Nguyen, FPQP™

Amber Ott

Amber Ott

Debra Paul

Debra Paul

Jennifer Pieson, FPQP™

Jennifer Pieson, FPQP™

Grant Wilburn

Grant Wilburn

Nigel Williams

Nigel Williams

Elissa Wurf, PhD, CPA, EA

Elissa Wurf, PhD, CPA, EA

Awards

  • Barron’s Top 1,200 Financial Advisors, 2018, 2017, 2016, 2015

  • Medical Economics Best Financial Advisers for Doctors, 2015, 2014

  • Medical Economics Top 150 Financial Advisors for Doctors, 2013, 2011, 2010, 2006, 2004

  • Richmond Magazine Five Star Wealth Manager, 2016, 2014, 2011

  • Worth Magazine Top 250 Financial Advisors, 2008, 2005, 2003, 2002

  • Financial Times Top 300 Registered Investment Advisers, 2015

  • Dental Practice Management Best Financial Advisers for Dentists, 2015, 2014

  • Philadelphia Magazine Five Star Wealth Manager, 2014

  • Voted by Virginia Living readers as a top Financial Planning firm in Central Virginia, 2015

  • Worth Magazine Top 100 Financial Advisors, 2007

  • Barron’s Top 1,200 Financial Advisors, 2018, 2017, 2016, 2015

  • Medical Economics Best Financial Advisers for Doctors2015, 2014

  • Medical Economics Top 150 Financial Advisors for Doctors, 2013, 2011, 2010, 2006, 2004

  • Richmond Magazine Five Star Wealth Manager, 2016, 2014, 2011

  • Worth Magazine Top 250 Financial Advisors, 2008, 2005, 2003, 2002

  • Financial Times Top 300 Registered Investment Advisers, 2015

  • Dental Practice Management Best Financial Advisers for Dentists, 2015, 2014

  • Philadelphia Magazine Five Star Wealth Manager, 2014

  • Voted by Virginia Living readers as a top Financial Planning firm in Central Virginia, 2015

  • Worth Magazine Top 100 Financial Advisors, 2007

9030 Stony Point Parkway
Suite 100
Richmond, VA 23235

74 West Broad Street
Suite 320
Bethlehem, PA 18018