We believe that the goals of our clients are the reason for our professional existance...that our biggest responsibility to our clients is to explore the entire marketplace for the best solutions in order to meet those goals. And we believe that being unbiased and completely independent is the only way to objectively deliver our services and continue to meet those ever-changing goals.
Thom Shumosic Photo

Winning Solutions For
Your Retirement Plan

Over 100 Years
Combined Experience

Licensed in DE, PA, NY, VA,
MD, NJ, GA, FL, AL, CA, TX,
NC, RI, MI, MS, AZ, SC

Thom Shumosic, CFP®, AIF®
  President
Securities offered through Cadaret Grant & Co., Inc. member FINRA/SIPC
MidAtlantic Retirement Planning Specialists and Cadaret Grant are separate entities