Edward Gormley, CPA, CFP

Edward Gormley, CPA, CFP

Founding Partner & CEO

Ed founded the firm in 1994 and has over 30 years of experience in the financial services industry.  With an undergraduate degree from the College of William and Mary, and a Masters of Science and Taxation (MST) from Georgetown University, Ed started his career in public accounting at the international accounting firms of Deloitte Touche and Price Waterhouse Coopers, specializing in executive financial planning and taxation.  He subsequently developed financial planning services at Morgan Stanley and Merrill Lynch. 

Ed offers his wealth of experience to help clients analyze their financial situation and develop a plan to pursue their goals.  Ed is a licensed Certified Public Accountant and a Certified Financial Planner. He is also a registered principal with Securities Service Network, LLC., a member of FINRA.

Ed resides in Mechanicsburg.  He has two adult children, Jennifer & Jeffrey. Ed enjoys golf and downhill skiing. 

Phone 717-506-2100