With You for Generations


We provide comprehensive financial planning & asset management services for families

It’s How We Do it that Truly Sets Us Apart…

From Our Family to Yours

Over 140 years ago a farm house was built a short distance from the historic intersection of Newtown Street Road and Goshen Road in Newtown Township, PA. It was a small but sturdy house built on a solid foundation of thick Pennsylvania stone and mortar. The house was called SugarFoot Farm, named after the white hoofed goats that were raised on the property.

For us, the story of Sugarfoot is one defined by stability and longevity with a unique local history played out over several generations. Our venerable team’s mission is to quarterback your financial world, helping you and your family build strong foundations today, that like SugarFoot, will last for generations to come.