Mission + Vision

Mission

We are changing lives by helping clients achieve financial security in retirement with an exceptionally qualified, focused, and results-oriented team of planning, investing, advising, and fiduciary professionals.

Our investing and support team efforts are successful because we are committed to serving clients with courtesy, promptness, accuracy, warmth, and honesty.

Robert and Eric in blue dress shirts talking in front of windows

Vision

Our vision is to continue to be the leading Delmarva-area resource in helping people formulate, successfully navigate, and subsequently help achieve their financial plans and goals for their retirement futures.

Infocus Financial Advisors Team three men in suits and a woman in professional attire

Contact Us Today

We would love the opportunity to become your trusted advisor