Our Firm

We were founded in 1992 when Dickinson R. Kearney and Robert A. Burch recognized the need investors had for a comprehensive investment, retirement and estate planning service. Today more than 400 clients have benefited from our foundation of service, value and integrity.

Our mission is to help you reach your financial goals by offering objective advice and using carefully selected investments tailored to your specific needs.

When working with us, you’ll benefit from our associations with industry leaders. You’ll receive one-on-one personal attention of a smaller company combined with the resources and systems of larger firms. Securities are offered through ProEquities, Inc., our broker/dealer. Pershing LLC provides clearance, data processing and financial products and services worldwide. TD Ameritrade is used for certain advisory accounts and offers clearance, data processing and financial products and services. We are a member of FINRA and SIPC. Our advisory services are offered as an independent Registered Investment Advisor and are regulated by the Securities and Exchange Commission.