Our Process

Personalized advice

You are unique, and your financial plan should be too. It’s our job to understand the complexities of your situation and design a financial plan focused on your individual goals.

Independent and impartial

We are not tied to any vendor or product. The advice we offer is objective, impartial, and aligned with your best interests.

Professionally accredited

Louis Ingargiola and Sean McAndrew have earned their Accredited Investment Fiduciary® (AIF®) designation. It is widely acknowledged as a leading designation for investment fiduciaries for both individuals and retirement plans

Transparent fees

You should know what you’re paying your advisor. Our fully transparent fee structure makes it entirely clear for you.  

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