We have designed our services and pricing to ensure that you receive excellent advice, and excellent value.
People deliver services - services do not deliver themselves.
We are proud of our people. We invite you to learn more about them.
- Rick Miller, Ph.D., CFP®, Founder
- Rick Fine, MBA, RMAsm, CFP® - Senior Financial Advisor
- Josh Trubow, MSFP, CFP®
- Diane Shea - Office Administrator
- Frank Napolitano, J.D., CFP® Financial Advisor