We believe in not only helping our clients secure their financial futures but also in contributing to the well-being of our community. Newtown and Bucks County holds a special place in our hearts, and we are committed to giving back in meaningful ways. Our dedication to the community extends beyond financial guidance, as we actively engage in initiatives that support and uplift Newtown. We recognize the importance of being a responsible corporate citizen, and our mission is to make a positive impact through various charitable efforts and community involvement. The organizations represented amongst the logos on this page are just a few of the groups we have proudly contributed our time to over the years.