01. Our Mission

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Vision

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Values

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services


Tax Planning

  • Individual Tax Preparation and Planning
  • Business Consulting
  • Business Tax Preparation and Planning
  • New Business Acquisition

Small Business Accounting

  • Accounts/Receivable and Accounts/Payable
  • On-Site and Remote Payroll Service Available
  • Quickbooks Software Installation, Training, and Consulting
  •  QuickBooks ProAdvisor

Payroll Services

  • Check Processing Including Direct Deposit
  • On-site and Remote Payroll Services Available
  • Weekly, Bi-weekly, Semi-Monthly, Quarterly, and Annual Payroll Deposits, Reports, and Returns

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing plans
  • Asset Allocation


  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Alternative Investments
  • Variable Annuities


  • Disability Income
  • Life Insurance
  • Long Term Care

Our Team

Senior Accountant

Seth is a 2019 graduate of Shippensburg University with a bachelor’s degree in Accounting & Finance. In 2022, he earned...

Financial Advisor

Brian comes from a diverse background in client service, operations management, and public service. He helps clients...

Administrative Assistant

Amy joined our team in November 2009. She came to us with over 24 years of administrative experience. Amy provides...

Accountant Assistant
Licensed Wealth Management Assistant

Elisabeth joined The Barrows Sollenberger Group in early 2015 as an accountant assistant. She quickly adapted to the...

Wealth Management Assistant

Christina is a 2018 graduate of Shippensburg University with a BSBA in Finance and a minor in Economics. She is from...

Staff Accountant

Mary is a 1991 graduate of Wilson College with a degree in Management and Supervision and a 1997 graduate of Frostburg...

Schedule an appointment and speak with one of our financial professionals 



In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns for February then discusses the Fed’s flight against inflation, fourth quarter earnings and where we see an opportunity for investors going forward.

Tax Flash