Are you a fiduciary 100% of the time in advisory relationships?

Yes, we are ethically and legally obligated to always act in our clients' best interests in advisory relationships.

How much experience do you have?

Joe D'Ambrosio has been in the industry since 1982, and Mike D'Ambrosio has been in the industry since 2008. 

Do you have a minimum investment amount for new clients?

No.

How much do your services cost?

Our fees are based on the amount of money you have invested with us.

How often will you review or rebalance my portfolio?

We review advisory portfolios quarterly to assess asset allocations and performance, but we review the underlying assets daily.

How often will we meet or review my plan?

We recommend meeting with us quarterly for your first year. After that, you can choose to meet with us quarterly, biannually, or annually via phone, Zoom, or in-person.

What services do you provide beyond investments?

Retirement planning, insurance analysis & products, estate & trust planning, generational wealth transfer, business planning, education planning, and tax planning.

Where are my assets held?

Investments and cash are held by our custodian, LPL Financial. LPL Financial is the largest publicly traded broker-dealer in the country.*

*As reported by Financial Planning magazine, 1996-2025, based on total revenue.