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At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Ellis Chandler

Founding Principal


Ellis Chandler started in the financial services industry during a very tumultuous time. In 2008, he saw many of his friends and families lose money and was dedicated to find a better way for individuals to save for their financial...

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Philip Mortell

Senior Principal/Business Consultant

(570) 687-3008

Philip Mortell is one of our Senior Partners who specializes in Business Consultation. After graduating from West Chester University he started in Financial Services and has since been involved in the Sales Industry. His primary focus...

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Kelsey Montgomery

Client Relations Specialist

Kelsey is our Client Relations Specialist, where she assists clients with administrative issues, heads all of the firm's community service projects, and provides the best client experience possible. Outside of the office, she enjoys...
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