Traversing the road to retirement together, one step at a time.
Managing money can be a complicated business, and it's hard to feel confident that you are making the right decision. It’s our job to give you confidence in investing by making the most of the money you worked hard for. Through our methodical approach to financial, tax, and estate planning, we provide you with all the tools necessary to confidently move toward your bright future.
Best of Westmoreland County Award is based on reader votes from the public
Dan Hostetler, CFP®
Founder
Greg Holzer, CFP®
Junior Partner & LPL Financial Planner
Brandon Leeder
Junior Partner & Operations Manager
Jacob Hostetler
Junior Partner & Financial Consultant
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Learn More
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Learn More
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Learn More