Thomas Smedile (CPA/PFS, MST)

Thomas Smedile focuses in the
following client markets or areas of practice:

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

We are a Registered Investment Advisory firm specializing in providing financial and investment counseling services to individuals. We work solely for the benefit of our clients and have been named in national publications for our high-quality service.

"All we sell is peace of mind."

Additional Information

For over 25 years, we have been working with clients to help them establish financial goals and strategies, while managing their investments in accordance with their objectives. Clients include professionals, executives, retirees, widows and trustees.