Balance

Peter Stefanic has a balanced approach to life. Growing up in a small Pennsylvania coal-mining town, Peter learned the value of hard work early on. Now a mature, established professional, he's learned to enjoy the fruits of his hard work.

For every gourmet meal and fine glass of wine he savors, Peter knows he must hit the gym or take a run. For every vacation he enjoys, he must maintain exemplary service for his clients and his business. For the rewards of his professional life, he strives to give back to the community and make a difference in the lives of his clients.

As a personal advisor, Peter is committed to helping busy professionals, small business owners, and the recently retired develop financial solutions to balance their lives and help them achieve their objectives. With decades of experience, Peter relieves the burden of financial management and empowers his clients to make optimum decisions based on their goals. 

"Security and confidence are something people deserve," says Peter. "I want my clients to feel comfortable with the decisions they are making. By making financial planning easy, I give them the freedom to enjoy each day more."