Home | Nicholas A. Cipriano, MBA, CRPC©

Financial Strategies

Effective solutions for every stage of life.

Investment Advice

Smart financial advice for the discerning investor.

Estate Planning

Preserve a legacy that will last.

Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

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Plan

Individualized strategies ensure that your goals are always a priority.

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Manage

Our comprehensive financial management means we're ready to address your every need.

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You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

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.

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Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

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When Markets React

When markets shift, experienced investors stick to their strategy.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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Meet Our Team

Nicholas A. Cipriano, MBA, CRPC^®

President & Financial Advisor

Demetris "Dee" Mosley

Administrative Assistant

Adam Price

Platform Solutions Specialist

Paul Keeton

Managing Director, Investments & Advisory Solutions

Marco Galvan

Technology Director

Shawn Baxter

Chief Compliance Officer

Carolyn Sterling, CFP^®

Practice Management Director

Katie Mohan

Director, Marketing & Communications

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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