Aww, you noticed us!
(We’re trying not to blush.)
Thanks for checking us out! What’s this all about?
Retirement on your terms doesn’t need to be complicated.
You live in a world of endless advice from people and machines. Some of that advice is good. Other advice…well, not so much.
We’re a team of two experienced and credentialed financial advisors, and we want to show you how to make retirement happen on your terms.
About Us
We are a husband and wife team based in Central Pennsylvania.
Our mission has always been to make our clients' financial lives easier and help them achieve their greatest financial future.
With a passion for providing expert guidance and comprehensive financial solutions, we have dedicated our careers to serving affluent and aspiring affluent individuals and families.
From managing money wisely to planning for long-term care needs, we are committed to empowering our clients to navigate the complexities of their financial journey with confidence!
Scot Whiskeyman, CFP®
Founder and Partner
CERTIFIED FINANCIAL PLANNER™ Professional
Financial Advisor Since 2011
Lindsey Ciarrocca, CMC®
Partner
Certified Money Coach (CMC)®
YNAB Certified Budget Coach
Financial Advisor Since 2016
Ready to chat?
Book a free consult on our calendar below.
