Our Fiduciary Relationship


PERSICO Asset Management believes that the Independent Registered Investment Advisory (RIA) platform of wealth management solves a critical void by providing a meaningful fiduciary partnership on which to build your financial success.  New clients typically come to us from larger firms that lack the fiduciary level of trusted advice and are seeking a more personal relationship where we know who you are and what you want your future to look like. Other relationships emerge from the DIY investor who seeks a more professional and comprehensive approach to the complex strategies used to secure their financial future.

As a FIDUCIARY, we are bound both legally and ethically to act in your best interest, and therefore put your interests ahead of those of our firm.

We work with individuals, organizations, and trustees from all over the country, but generally from the Mid-Atlantic region. Our clients may initially be focused on retirement assets, college funding, trust management, employer sponsored retirement plans, or managing the finances of aging family members, but ultimately find significant value in a comprehensive financial review. Therefore, the procedural plan for each client may vary due to the complexity of individual situations. Once we identify an appropriate structural plan, we can then develop strategies commensurate with your various goals and objectives.

“The framework of success is founded in a disciplined approach.”

Our Services


Asset Management

WHY ASSET MANAGEMENT IS IMPORTANT Individuals and families depend on their assets as a financial resource for specific goals and unforeseen circumstances. However, not everyone has the time to monitor and manage those assets. Even if you do have the time, you might not have the skills and patience...

Financial Planning

Why Financial Planning Is Important Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand the role of financial planning in meeting your short, medium, and long-term financial aspirations, the better you’ll be able to control your financial destiny and...

Estate Planning

Why Estate Planning Is Important Estate planning is the crucial process of designating who will make decisions about your healthcare and personal assets on behalf of your wishes. Particularly if you have a desire to ensure your estate delivers benefits beyond retirement and produces a lasting legacy...

Retirement Planning

Why Retirement Planning Is Important Everything we do, from choosing a career to managing career progressions, is presumably so our families and dependents can have a better life. But if we fail to plan for “Life after work”, all of the plans and effort we put into our working lives, could be...

Retirement Savings Accounts

WHY RETIREMENT SAVINGS ACCOUNTS ARE IMPORTANT If you ask any retired person, or someone entering retirement, what advice they would give you about planning for that day, chances are they’ll say: “Start as soon as you can!” One of the most important elements of a Retirement Plan is the actual savings...

Charitable Giving

There are various methods to achieve your charitable giving goals. You may consider gifting strategies that provide income or assets (or both) to designated charities or family developed foundations prior to your passing or while very much alive and enjoying the current use of those assets...

Your Team


President & Chief Investment Officer


Director of Operations