Broker Check

It was Great to Meet you! Feel Free to Get in Touch with me!

Ethan Stewart , CFP®, CEPA

Managing Partner

(814) 536-4200

Ethan graduated from the Virginia Commonwealth University as a business major with a focus on entrepreneurship and has been in the financial services industry for 10 years. Originally from the Northern Virginia area, Ethan joined...

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Who We Work With

We specialize in helping business owners exit strategically and offer individual, holistic planning to help clients live the life they want.

Our Clients

Our Approach

We offer a holistic planning process that prioritizes client education and gives you the knowledge and freedom to do more of what you want.

Our Approach

Our Team

Our professional advisors thrive on a foundation of trust, authenticity and transparency that prioritizes your happiness at every life stage.

Meet the Team