Broker Check

40 Lincoln Way, Suite 300, North Huntingdon, PA 15642

724-515-2726

About Us

Our StoryBuilt Here, AndStaying Here

Our Story
Built Here, And
Staying Here

We believe people live better lives when they have clarity and confidence about their financial future. Our mission is to help hardworking individuals and families make thoughtful decisions about their money—especially as retirement comes into view. We provide steady guidance rooted in experience, integrity, and care, completely free from pressure or complexity.

Financial decisions can often feel overwhelming, but we believe good advice should always be clear, honest, and easy to understand. We take a proactive approach to financial planning, helping you sort through your options, anticipate challenges, and avoid costly mistakes. Our goal is simple: to help you make decisions you can stand behind, today and in the years ahead.

Our Team
The People You'll
Actually Talk To

Our reasons for becoming financial professionals are deeply personal. After watching friends and family struggle to map out their financial futures, we built a practice dedicated to educating and empowering our community. With years of experience and a strict focus on our clients' best interests, we are here to guide you through all of life's transitions.

James McCrorey

James McCrorey

Managing Director, Private Wealth Advisor

Bobbi Jo Merkt

Bobbi Jo Merkt

Administrative Assistant

Resources
Take Something Useful With You

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn More


Hikers

Learn more

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.
Learn More

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Learn More



Learn more

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.
Learn More

Contact Us
Take The First Step
Toward Retirement

We invite you to explore the resources on our website. If something raises a question—or if you’d like to talk through your specific situation—we are always happy to connect.

No pressure. Just thoughtful guidance and a steady hand. Let’s talk about a commonsense approach to your financial future.

Thank you for your submission! There was a problem with the form submission. Please try again.

Gladstone Logo

North Huntingdon, Pennsylvania