In 1993, Rick had a vision of helping clients achieve their financial goals without conflicts of interest and founded a Registered Investment Advisor (RIA) firm to realize this goal. Concerned that Americans were not prepared for a successful retirement and generally lacked a clear roadmap for their future, he wanted to help people simplify the planning process and achieve financial success. Since then, Rick has continued to serve business owners, retirement plan sponsors, and families, helping them work toward confident and successful financial outcomes.In addition to setting and executing the strategic direction of the firm, Rick’s duties include serving on the firm’s Investment Committee and working directly with the firm’s clients. He has fiduciary responsibilities, alongside plan trustees, for the qualified retirement plans of corporate clients and oversees the preparation of Fiduciary Investment Reviews, B3 Benchmarking Analysis and Investment Scorecards. Rick also takes an active role in creating and executing financial plans for individual clients, including evaluating their financial situations, projecting cash flows, and implementing and monitoring tailored solutions.Rick graduated cum laude from Dickinson College with BA in Economics and English in 1981, where he also competed at the intercollegiate level in Soccer and Tennis. He holds the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He holds a Series 7 & Series 65 securities registration.Rick lives in Newtown Square with his wife Jeanne and has four children. He enjoys sailing and boating at his home on the Sassafras and playing competitive tennis and golf.