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At Sequinox, we consider ourselves champions for our clients. That means finding the best ways to help you reach your personal financial goals, whether you're saving for retirement or searching for a way to decrease your taxes. Plus, we'll help you understand the "hows" and the "whys" every step of the way.
Sequinox starts by listening to what you
Valerie H. —
I feel confident in the people at Sequinox. Joe is great to work with & very positive. Everyone else, Matt, Theresa are there
LSA is a comprehensive planning firm located in Lancaster PA, with a supporting team dedicated to the application of stewardship principles in the scope of its service. LSA's newsletter will provided you with exciting next generation products and techniques. Look also for sprinkled in age old concepts that have relevant application for today's Total
Our financial planning process focuses on achieving financial goals, with an emphasis on retirement income planning. Founded in 2008, Atwater Malick is an independent registered investment advisory firm. We provide customized portfolio management and financial planning on a fee-only basis.
We act in a fiduciary capacity, meaning that we put the interests
Our clients are busy people. Some are mid-career professionals, business owners and educators; many are approaching retirement or already retired. Most are actively involved with their families and community organizations.
Before we begin a financial planning or advisory relationship with new clients, we believe it is essential for us to develop a
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