It’s hard to believe that it all started with 3 Financial Advisors and an assistant working out of a small, 1,800sqft office in Wyomissing, PA.

Fast-forward to today, 8 years later, we fill a 30,000sqft building in Shillington, PA, employ 50+ individuals as part of our back office support to 100+ affiliated advisors, serving tens of thousands of Middle American families and businesses across more than 30 states around the country.

Shortly after our move to Shillington, we launched Good Life Fitness Institute and Good Life Organics in order to bring an education-based fitness and nutrition approach to employees, clients, advisors, and the community. Stop by and check it out if you haven’t already!

We have you to thank.

From our loyal clients, advisors, our amazing community, to our dedicated team: you’ve all helped make our journey a successful one! The best is yet to come.



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