“Educate … Empower … Enrich.” These are the components of our mission. And it’s no accident that Education comes first.

To our mind, Education forms the essential base of all else that follows in constructing your prudent, long-term investment strategy and wealth management plan.

All of our clients are encouraged to read, to learn, to inquire anytime they have questions about their investments. We think of ourselves as more than advisors; we also are proud to be educators.

We feel so strongly on this point that FRG owner Joe Kilner, CPA, devotes a significant portion of his personal time serving as instructor for the popular and affordable seminar, Financial Strategies for Successful Retirement®, at Montgomery College. While we do not require clients to attend the seminar, we strongly recommend it as a great first step to pursuing financial goals.