As financial advisors, we have been working with individuals and businesses in the Lansdale area since 1986. C. Andrew Krepps, Jr., Andy Dziedzic and Jamie Shoup have extensive personal and professional experience. We hold various professional designations, and are licensed to provide advice on a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
Services
We've built our team for many years to provide you with a group of savvy professionals who are worth more than the sum of their parts. The partners of our firm understand the importance of money and how to be prudent with what you have. Our mission is to pass on what we've learned from experience as well as education to people that are looking to make the smartest decisions with their money.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial services to individuals and business owners. We believe that there are many important financial decisions that need to be made at every phase of life. Our firm has been successfully guiding our clients with those decisions for over 35 years.
Our team of experts has developed a strong understanding for business owners looking to enhance the financial decisions they make while active in the business and eventually when they look to exit. A large part of our practice is helping families make the smartest decisions with their wealth.
Retirement Planning, College Funding, Handling an Inheritance, Leaving a Legacy, Insurance, Social Security, Elder Care Planning, and Investment Decisions are just some of the decisions we have been helping families for over 35 years.
Retirement Planning, College Funding, Handling an Inheritance, Leaving a Legacy, Insurance, Social Security, Elder Care Planning, and Investment Decisions are just some of the decisions we have been helping families for over 35 years.
Business Owners know that it takes grit, determination and patience to enhance the success of their company. The best owners know the most important part to success is to hone your craft better than anyone else in your industry. If you are wearing too many hats and not focusing on the top goal of the company then the growth engine usually runs out of gas too early.
Elder Care Planning is a newer topic to most but something that we have been working on for some time at our firm. With aging comes a growing concern for losing a significant amount of wealth to a Long Term Care Facility or through other health care related costs. When careful steps are taken there are a wide variety of options that most are not familiar with.
Reviews (3)
Jennifer Dunne
Oct 18, 2018
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My experience has been nothing short of fantastic. The advisors dedicate themselves to fully understanding the clients financial needs and wants, then execute a long term plan that is attainable. The advisors, as well as, the office staff have been pleasant and enjoyable to work with. I highly recommend this organization.
Lilian Harrell
Aug 19, 2018
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Adam J.
Dec 16, 2015
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When I called to make an appointment with my accounting he was not available, but they seat up an appointment with another counting for me. I ASKED HOW MUCH THE CHARGES? They put me on hold and then the accounting guy talked to me and asked me a lot of questions about my taxes and he told me how much the charges will be.
When I went to the office, I meat the new guy, I give him my paper work, he asked me about my work then he started to talk about himself and his music and his hall life story. I was trying to be polite and not to say much, but I really wanted him to shout up and work on my paperwork
When I went to the office, I meat the new guy, I give him my paper work, he asked me about my work then he started to talk about himself and his music and his hall life story. I was trying to be polite and not to say much, but I really wanted him to shout up and work on my paperwork
