Coming together is a beginning,
Keeping together is progress;
Working together is success

Clarity

Clarity builds trust; when we work together with transparency, we help illuminate the path toward your financial goals.

Confidence

Confidence in your financial future begins with a trusted partnership and a roadmap to your future.

Structure

With a solid structure, your financial journey is designed to last, helping guide you toward lasting success

Discover Brad Hindman, CFP®, featured in top financial publications, sharing valuable advice on retirement, investments, Social Security, and more.

*The Forbes Best-In-State Wealth Management Team (Pennsylvania) rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on a measure of each team’s best practices, client retention, industry experience, compliance records, firm nominations, assets under management and revenue generated for their firm. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Strong Accumulators

Clients who have made a commitment to savings and retirement planning being a priority. Whether you are saving for retirement or an early retirement, our team planning process establishes a detailed path toward financial independence. Our team is experienced in retirement planning and will help guide your toward the strategy that fits your unique personal story.

Multigenerational Families

Managing wealth across generations presents unique opportunities and challenges. Our team works closely with families to ensure a seamless transfer of financial knowledge and resources from one generation to the next. By building strategies that address the needs of both older and younger generations, we help you safeguard your legacy, foster financial growth, and maintain clarity for every member of the family tree. Whether you’re planning for retirement, transferring wealth, or educating the next generation, we provide personalized guidance every step of the way.

Retiring Utility Workers

Our team specializes in handling the financial and investment issues often distinct to utility employees and retirees. Whether you are a union employee or management, it is important to work with a team with the experience and knowledge of the details and options of your company’s retirement plan.

Surviving Spouses

Alongside the profound emotional strain of losing a spouse, maintaining your financial security can present significant challenges. We understand the unique difficulties you may encounter during this time. Our experienced team is dedicated to guiding widows and widowers through the complexities of financial planning, providing compassionate support and advice to help you navigate this difficult period with confidence.

Retiring Teachers & Administrators

Navigating the complexities of pension contracts can often be challenging. Our team has the experiences to carefully navigate these complexities. We work closely with many public-school administrators and teachers; we understand the details of the provisions and options of these retirement plans.

Retiring State & Federal Employees

State and federal employees often have different challenges and opportunities when planning for retirement. Many employees have different investment and benefit options, which private sector employees may not have. The unique nature of these plans is something our team understands from years of experience.

Let’s have a conversation

Johnstown Office

Office Address:

999 Eisenhower BLVD. Suite I
Johnstown, PA 15904

Local Phone:

814-809-2004

Greensburg Office

Office Address:

2000 Tower Way, Suite 2037
Greensburg, PA 15601

Local Phone:

724-853-5163

Cumberland Office

Office Address:

110 Washington Street 2nd Floor
Cumberland, MD 21502

Local Phone:

301-783-2401

Sewickley Office

Office Address:

2100 Georgetown Drive, #304
Sewickley, PA 15143

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