What We Do
We partner with forward-thinking financial advisors to deliver institutional quality investment management and operations solutions at a reasonable cost.
We provide personalized, holistic financial planning and investment management to individuals and institutions.
We generate customized investment management research for advisors and investors.
Meet the Team
Seth W. Arbogast, CFP®
Founder & Chief Executive Officer
With over 13 years of industry experience, Seth is an expert at assisting clients in achieving their financial goals in the most optimal way.
We Give Back
We believe in supporting our community. We contribute to the following organizations:
Covenant Christian Academy
Central Dauphin Booster
The Civic Club of Harrisburg
St. Thomas United Church of Christ
March of Dimes