Our Qualifications


Daniel P. Barbiero, CFP, AIFA, has provided specialized financial counsel to individuals and business owners for more than 40 years. As a graduate of Yale University, a Certified Financial Planner and Accredited Investment Fiduciary Advisor, he brings special credentials to his financial planning services and provides fiduciary oversight to qualified retirement plan sponsors.

Thomas Eschmann, CFP, AIF, REBC, has more than 36 years of experience in the areas of employee benefits, financial planning, investment planning and insurance planning.  As a Certified Financial Planner, Accredited Investment Fiduciary and Retirement Income Certified Professional, he provides skilled professional guidance to individuals, professional and business clients.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

Our staff are well trained and reponsive to all client requests for assistance and information.  They will go the extra mile to get an answer or solve a problem. Their reponsiveness and expertise are a hallmark of our corporate philosophy.

We’re looking forward to serving you.