We look forward to meeting you

Capital Planning Team

4505 Saucon Creek Road, Suite 100
Center Valley PA, 18034
Phone: (610) 871-3500
Fax: (610) 871-3555

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  • "We respect your time & always strive to connect you with a live person when you contact us with a client service need"

    Leanne Dimler Executive Assistant
  • "I have a passion for helping 401k plan participants. Every interaction is a chance to help educate on saving and investing to work towards the goal of increasing the likelihood of retirement readiness."

    Joseph A. Frederick, AIF® Retirement Plan Advisor
  • "Success is not defined by beating markets, but rather by meeting goals"

    ​Jonathan Carpenter, CFP®, RICP® Wealth Advisor
  • "Providing financial advice to people who seek to advance and protect their wealth is paramount to helping my clients pursue financial independence in retirement."

    John W. Sullivan, II, ChFC®, MSFS, RICP® Wealth Advisor & Co-Founder
  • "I enjoy educating clients about their investments, giving them the knowledge and confidence they need to make the right decisions for their future."

    Deborah L. Peters, ChFC, RICP, CDFA ​Wealth Advisor