Our Philosophy

We are a wealth management firm located in Media, Pennsylvania specializing in income protection for physicians and dentists. Our goal is to provide busy medical professionals the pertinent information and solutions they need to protect their most valuable asset: their ability to earn an income.

We only work with the most predominant and financially stable insurance companies offering plans that meet the needs of physicians and dentists. We specialize in designing proper disability programs, so you can focus on your work and personal life without having to worry about the minor details of securing coverage. You can have a sense of security knowing that the programs recommended are designed specifically for you!