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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  • "Loyal customers, they don’t just come back, they don’t simply recommend you, they insist that their friends do business with you."

    ​Robert R. Everitt, CFP® Operations Manager
  • "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
  • "I love getting to know our clients & plan social & educational client events so they can get to know one another too! Hope to meet you soon"

    ​Sheri Martellucci Administrative Assistant | Client Reception
  • "We help clients plan, prepare and work towards enjoying their retirement by doing the heavy lifting for them."

    David S. Bahnick, CLU®, ChFC®, RICP® Wealth Advisor & Co-Founder
  • "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