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Who We Are

Jonathan P. McSurdy has close to 18 years experience in the investment management industry. A Penn State graduate, he has earned numerous designations including the

CFP®, CHFC, CAP, and CSA. He has spent most of his career in the Doylestown area working with individuals, corporations, and not for profit organizations. He has served on the boards of many non-profit and community associations, and currently serves on the board of the Doylestown Historical Society.

Why Us?

We help clients focus on what they can control. When managing client portfolios we take into consideration:cost efficiency, diversification, client goals, and tax implications.

We simplify the process by cutting through investment noise. Our process helps in creating prudent well thought out portfolio's that are aligned with our client's needs. Our goal is to help clients make highly educated financial decisions.

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