Our Philosophy

Rob Harsha has worked in the investment advisory business since 2003 and is a member of the Financial Planning Association (FPA).


“I believe that sound financial planning is the foundation to achieving your goals.”

~ Rob Harsha



Rob enjoys working with small business owners and families who want to follow tried and true financial principals to accrue, share, and pass on wealth. These principals include living within one’s means, saving on a regular basis, and giving as a lifestyle.