Our Strategic Partners

The products, services and programs we offer are backed by the strength and expertise of the companies with which we work…

The Penn Mutual Life Insurance Company

Founded in 1847 – providing a diversified mix of fixed
and variable universal life and annuity products 

Hornor, Townsend and Kent (HTK)

A wholly owned broker-dealer subsidiary of Penn Mutual – furnishing a full range of investment products and services 

RBC Trust Company (Delaware)*

Founded by members of the E.I. duPont family – offers specialized assistance in trust and income management services 

Financial Solutions Group, Inc.*

Furnishes a broad range of disability income plans and a variety of specialized life insurance solutions 

Kelly & Associates Insurance Group*

Furnishes a completive range of employee benefit plans and services including group health, ancillary, payroll and workers’ compensation 

Health Plan Services, Inc.*

Furnishes group and individual long-term care and other managed care solutions

We believe our advisors' access to Penn Mutual, HTK and other quality companies adds to our overall strength and value by allowing us to offer clients a full range of specialized services, programs and products customized to their unique needs.

 *These entities are independent and unaffiliated with HTK.