In 2024, Neil McPeak, President and Founding Partner, was ranked #69 to Barron's Top 100 Independent Advisors in the country.1

From 2015-2024, Neil McPeak has been named to Barron's exclusive ranking of America's Top 1,200 Financial Advisors. Neil McPeak was ranked #30 in 2020, #25 in 2021, #15 in 2022, #8 in 2023 and #9 in 2024 in this annual ranking.2

In the 2018 Forbes Best-In-State Wealth Advisors, Neil was ranked #43 in New Jersey.3

Our nine team members – including financial advisors and client associates – are backed by more than 100 years of combined industry experience, ensuring your financial investment needs are being tended to by diligent professionals.

Among our six financial advisors, we are proud to have maintained industry-related designations, certifications, and collegiate degrees.

  • Four CERTIFIED FINANCIAL PLANNER™ professional designations
    1. Neil McPeak Jr.
    2. Michael Weeks
    3. Louis Perfetti 
    4. Kyle Roffina
  • Three Certified Exit Planning Advisors
    1. Michael Weeks
    2. Louis Perfetti
    3. Kyle Roffina
  • Two Master of Science in Personal Financial Planning
    1. Michael Weeks 
    2. Louis Perfetti
  • One Master of Business Administration
    1. Eric DeAngelis
  • One Certified Investment Management Analyst® designation
    1. Eric DeAngelis