We will work with you to create strategies tailored to your present and future financial goals.

our process

The first step is a direct meeting, in person if possible, giving us a chance to connect with you.

advantages of independence

Working with an independent financial advisor has a few aspects an investor may find of value.

Meet your advisor

J.P. Davitt
PRESIDENT | LPL Financial Advisor

A great income strategy is essential to a stress-free retirement.

As an LPL Financial Advisor with over 17 years in the industry, J.P. holds his 7, 6, and 65 registrations through LPL Financial, as well as insurance licenses.

J.P. is passionate about conditioning his clients for what lies ahead, both financially and physically. Weighing through research in our dynamic environment can be information overload, so JP utilizes his experience to help him find answers quickly, and to only focus on relevant information. JP has witnessed many life events that have significantly impacted his clients’ personal lives, and has been there to help them through the tears of joy and tears of pain. Acting in a concierge capacity he is uniquely positioned to provide his clients with the resources and opportunities that his peers cannot. He enjoys working with his clients to allocate their money in a way that gives them the freedom to pursue their passions during retirement.

J.P. was an athlete. A division I lacrosse player at the Virginia Military Institute, avid golfer and skier. J.P.’s health started to decline. He developed over 40 crippling symptoms that would eventually lead to a Lyme disease diagnosis, and ultimately end his career as an athlete.

His passion became taking his disease from pain to purpose. He outlines his story in Autobigraphy Better Book. J.P. now acts as a concierge guiding others to shorten the time in which they suffer from chronic illness. He successfully launched online communities and services offering hope to people suffering from chronic illnesses.

J.P. is a graduate of the University of Pittsburgh with a Bachelors of Science in Business administration and spends his free with with his wife Brigette and children Jack and Adeline.

My Affiliates

The following companies provide me with the structure and resources necessary to create a boutique, niche practice. Their partnership allows me to focus on the health and wealth of my clients.

Working with a fully independent financial advisor can be a bit different than working with a large financial institution.

Start investing in your future today.

Invest in your future with our online investment platform that combines the benefits of a personal financial advisor with sophisticated technology.
Open your account in 4 simple steps:

1. Provide email
2. Answer questionnaire
3. Fund/open account and link funds
4. Sign digital documents

Discover Your Risk Number

The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.