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We can provide you with a full range of Acccounting, Taxation, Financial Planning and Wealth Management, and Business Advisory Services.

Check us out on BrokerCheck. Securities offered through 1st Global Capital Corp. Member FINRASIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities and investment advisory services in the state of Pennsylvania. This is not an offer to sell securities or provide investment advisory services in any other state or jurisdiction.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™, CFP ® (with plaque design) and CFP ® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

A partial listing of the services that we offer is as follows:


We will help you sort out, design, and improve your accounting system. We can also provide setup, training, and support for making the most effective use of computerized accounting software, including QuickBooks. We can also help you in save time and money by helping to migrate your accouning function to "The Cloud" through the use of advanced technologies.


Let's face it. Not many people think that taxes are fun. That's where we come in. We can assist you with tax preparation, tax planning, and tax research at both the Individual and Business Entity levels.

Financial Planning and Wealth Management

We can assist you with developing and implementing various Financial Planning and Wealth Management Strategies. We can work with you to develop a comprehensive financial plan to achieve your financial goals. We can work closely with you to insure that your plan takes into consideration the various areas in your financial life - Tax Planning, Investment Planning, Risk Management and Insurance Planning, Retirement Savings and Income Planning, Business Planning, Estate Planning, Education Planning, Debt Management, and Special Situations.

Business Advisory Services

We can provide Business Advisory Services for business owners that want to increase their revenues, become more profitable, and improve their cash flow. These services include Strategic Planning, Profit and Cash Flow Planning, Benchmarking and development of Key Performance Indicators.

We are pleased to offer NetClient - Simple. Smart. Secure.

Now Offering NetClient. Click to Learn About NetClient

If you would like to learn more about our secure communication solutions using Client Portal Technologies, please click on the Client Login Tab of Our Website.

Let's Talk

We can also provide you with timely and personalized service, a friendly and knowledgeable staff, and a clear fee structure.

If you are not yet a client, give us a call at 484-455-7095 or send us an e-mail to We can arrange an initial consultation at no charge so we can determine if there is a good fit between you and our firm.

If you are an existing client and would like more information on any of these services, just give us a call and we will be happy to discuss them with you free of charge.

As an additional value added service, we make ourselves available to assist the friends and families of our clients and our referral sources. If who are aware of anyone who may need our help or would like a second opinion about any questions or concerns in our areas of expertise, please feel free to pass along our contact information to them.

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