InFocus Values


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.


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

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InFocus Pillars

INTEGRITY – We firmly believe that integrity is the foundation upon which our success is built. We hold ourselves to the highest ethical standards, both in our individual actions and as a collective entity. The Pillar of Integrity encapsulates our commitment to honesty, transparency, and doing what is right, even when no one is watching. By upholding this principle, we not only earn the trust of our stakeholders and clients but also foster a positive and respectful work environment.

ENTREPRENEURIAL SPIRIT – We celebrate and encourage the spirit of entrepreneurship. We recognize that innovation, creativity, and a proactive mindset are essential drivers of our growth and success. The Entrepreneurial Spirit Pillar embodies our commitment to thinking outside the box, innovating mundane or redundant tasks, and embracing change to seize opportunities and drive the company forward.


TEAM EFFORT – The Pillar of Team Effort underscores our belief that collaboration and unity are essential to achieving exceptional results. Our office and practice operate as one team and not silos or various “books of business” that are standard in our industry. This pillar also reflects our commitment to fostering a culture of inclusivity, cooperation, and mutual support, where the collective achievements of our teams propel us towards success.


PROFESSIONALISM—The Pillar of Professionalism exemplifies our dedication to maintaining the highest standards of conduct, demeanor, and performance. It also reflects our commitment to creating a work environment characterized by respect, integrity, and excellence in all interactions and endeavors.


COMPANY PRIDE – The Pillar of Company Pride reflects our deep-seated commitment to our organization’s mission, values, and overall success. This pillar embodies our shared enthusiasm, loyalty, and dedication to upholding our company’s reputation, fostering a sense of belonging, and celebrating our collective achievements


LIFELONG LEARNING – The Pillar of Lifelong Learning embodies our commitment to continuous growth, personal and professional development, and staying at the forefront of our industry. This pillar reflects our belief that embracing new knowledge, skills, and perspectives is essential for individual and organizational success.

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