We are a team of CFP® Professionals helping our clients build a life they love, no matter where they’re at on their current journey. Together, we serve a broad range of clients in our hometowns of Reading and Lancaster, PA, as well as across the country. When we’re not helping our clients work towards their goals, you can find us traveling with our growing families, searching for the next best ice cream spot, or playing pickup basketball bright and early on Saturday mornings.
‘Hyperion’ is the name of a giant, 600+ year old Sequoia Redwood in California that was measured at 380 ft tall, ranking it as the world’s tallest known living tree. Financial planning and investing are similar to planting a tree. Rooted in strong financial principles and staying committed to a plan, our clients see their financial situation grow, strengthen and prosper over many years. The financial seeds that we help them plant continue to grow as they are given the time and attention required to flourish. Because of the strong roots put in place, our clients are able to face the financial challenges life puts in front of them. As the popular Chinese proverb says:” The best time to plant a tree was 20 years ago. The second-best time is now.” Starting your financial planning journey is no different. If you want success and growth in the future, the best time to act is now! Above all else, we are ROOTED IN YOUR SUCCESS!