Performance. Integrity. Independence.

Welcome to wealth management on Main Street. See what we can do for you.

We deliver peace of mind.

Quaker is a fee-based financial planning and investment management firm built upon three bedrock principles: Performance, Integrity, and Independence.  As a fiduciary we must always put our clients first.

We adhere to our client promise, which is helping families define success in words as well as numbers, simplifying the complexities of wealth, building deep, personal, and enduring relationships, and most importantly delivering peace of mind.

What makes us different?

Quaker was established and structured with you in mind.
Quaker has a fiduciary responsibility to put our clients first

We are committed to adding the right people to manage our growing client needs.

Spotlight: Selling Your Business

Your business is ready for the next step. Are you?

Selling a business requires careful planning.  It starts with defining your goals and assembling an advisory team who are experienced with a variety of monetization strategies.

See what's new

April in September
Let’s talk about taxes!  I struggled to add an exclamation point at the end...
Identity Theft
Identity theft is something we hear about more and more,...
My Journey to the CFP® Certification
Growing up, I had stereotypical childhood career ambitions every child...