Who We Are.
We are an independent wealth management group that helps clients reach their financial planning goals.
For over 30 years, we have been serving as a fiduciary for our clients – always acting in their best interests, and always providing trusted fiduciary guidance.
Our focus is on you, your goals, and how we can help you accomplish them. That begins with getting to know each other. We believe that knowing our clients well and maintaining an active role in their life’s pursuits is the best foundation for a successful relationship.
Exceptional client service is the hallmark of our organization. We know that every client and their financial journey is unique. That’s why we offer the full spectrum of financial planning and investment management services to help clients reach their goals.
We invite you to get to know us better and look forward to starting a relationship.
Meet Our Team.
Robert Tilson, CFP®
John T. Prokop, CFP®, CPA®, CFA®
Robert S. Tilson, CFP®
Michael McGrady, CFP®, CPA®
Leo Tropeano, CPA®, MBA®, CGMA®
Judy Lutzy, CFP®
Anthony Lupo, CFP®
Eric D. Tilson, CFP®
Nicki Feid
Lisa Sanczyk
Learn More About Our Services:
Financial Planning
We provide clients with the full spectrum of planning services to help them better navigate all of life’s events. Our experience and insights will continue to support you as your needs mature and evolve.
Investment Management
Our firm’s investment management approach starts with discovering your short-term and long-term goals and then constructing and maintaining an investment portfolio built to your unique needs.
Senior Planning 360°
Today’s senior landscape is increasingly complex. Our approach manages your long-term needs, balancing longevity and prosperity in a holistic manner to ensure you are always prepared for what’s next.