A Family-oriented Approach
We take our responsibilities as a fiduciary seriously. We offer skills, knowledge and products to help build your financial confidence. What else do we take seriously? Getting to know you. Understanding what you need. In short, caring for you, like one of the family.
The Keys to Our Approach
We pride ourselves in working with people, not just portfolios. This means a customized, specific approach, based on where you are in life. We listen to where you are and what you need. Then we recommend and explain our recommendations.
Your customized plan rests on your current situation and where you hope to eventually be. And this strategy is flexible. We continually monitor your plan, ensuring that it continues to support your goals, even in the face of change and unpredictable situations.
community-minded & Dedicated to Giving Back
We’re grateful for the support and confidence of our clients and community. As such, we’re big on giving back. We donate funds to non-profits that are close to our clients’ hearts. We also challenge our neighbors to be inspired, to live with purpose. To put it simply, we’re active in our community, because our community has been there for us.
*The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.
work-life balance
tax management
wealth growth & preservation
asset protection
Voted Best of Coastal Style
Coastal Style Magazine named CFS the Best Financial Investment Firm in Wicomico County in 2021. This further demonstrates the community’s faith in our team and what we offer. We’re grateful to those throughout Delmarva for this honor, and look forward to a continuation of our long-term relationships with the clients we serve.
Best Of Coastal Style winners are determined by the readers of Coastal Style magazine. Readers nominate their favorites through an online ballot. The businesses that receive the most nominations in each category advance to the second part of the competition, The Voting Round. To maintain the integrity of the readers’ poll and prevent ballot stuffing, voting is limited to one time per email address. The top vote-getter in each category is crowned as the year’s Best Of Coastal Style winner. Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor or firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or the firm by any client nor are they representative of any one client's evaluations. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor or firm by any client.
Frank L. Brittingham
Co-Founder, Investment Advisor Representative
Michael J. Sise, CFP®, ChFC®, CPFA®, AIF®, CRPC®
Vice President, CERTIFIED FINANCIAL PLANNER™
J.D. Schroen, CPA
President, CPA, Investment Advisor Representative
Elizabeth Brittingham, CFP®
CERTIFIED FINANCIAL PLANNER™, Tax Associate
Parent Company: Cetera Advisors
