Your Neighbor, Your Partner to Financial Freedom
We’re proud to call West Virginia home—connecting with neighbors, building friendships, and helping dreams come true.
Proudly serving Berkeley County, the greater Martinsburg area, and the Winchester region, we provide personalized financial planning and leadership while supporting local events and strengthening the communities we call home.
Phone
(304) 263-0854
Address
9773 Tuscarora Pike
Hours
8:00 am – 5:00 pm
Solutions for whatever life brings.
Our team provides client relationships with a suite of financial services to guide them through all of life’s small moments and major events.
Financial Planning →
Holistic approach to building and protecting wealth.
Retirement Planning →
Building a roadmap to your ideal retirement vision.
Investment Management →
Personalized portfolio management for long-term wealth.
Estate Planning →
Comprehensive approach to preserving wealth and legacy.
Business Consulting →
Navigate complexity and lead your business with confidence.
Corporate Benefits →
Equip your team with smart, comprehensive corporate benefits.
Lead Advisory Team
Led by Wealth Management Advisors, Matt Kradel and Jake Caldwell and Director of First Impressions, Becky DeHaven, our Martinsburg office offers a personalized approach to wealth management. Every detail is designed to reflect your unique vision and elevate your financial journey.
Matt Kradel CFP®
Wealth Management Advisor
CFP®
Matt, a Certified Financial Planner® and Investment Advisor Representative, brings over a decade of expertise in wealth management, retirement planning, and estate strategies for federal employees and medical professionals. He combines technical knowledge with a personalized approach to help clients achieve financial goals.
A Martinsburg native and Shepherd University graduate, Matt serves on community boards and enjoys running, outdoor adventures, and traveling with his wife, Colleen, and their three children.
Check the background of this investment professional on FINRA’s BrokerCheck
Jake Caldwell CFP®
Wealth Management Advisor
MS, CFP®
Jake, a Certified Financial Planner® with a Master’s in Financial Planning, helps clients align finances with goals for peace today and confidence tomorrow. He holds Series 7 and 66 registrations and advanced designations in wealth management and behavioral finance.
Active in his community, Jake serves on boards for Week of Compassion and the Maryland Symphony Orchestra. Outside work, he enjoys the outdoors with his wife, daughters, and their dog, Bess—pursuing fly fishing, upland hunting, and clay shooting. He also loves cooking, sharing meals with friends, and savoring fine bourbon.
Check the background of this investment professional on FINRA’s BrokerCheck
We’re neighbors serving neighbors—aligning your finances with your goals and values, and walking beside you with personalized guidance. Our mission is simple: peace today, confidence tomorrow, and a thriving community.
Matt Kradel + Jack Caldwell
Becky Dehaven
Director of First Impressions
Becky brings experience and love for serving others. Drawing from her background in mortgage, banking, real estate, and hospitality, she’s committed to making every client feel valued and cared for.
Beyond work, Becky loves creating—whether in the kitchen with cooking and baking or through her artistry in decoupage.
Find Us
Looking to connect?
Let’s get together and explore how we can help you achieve your goals and dreams
Phone
(304) 263-0854
Address
9773 Tuscarora Pike
Martinsburg, WV 25403
Hours
8:00 am – 5:00 pm
Closed weekends
It’s not too late to start building the pathway to your dreams.
Achieving your dreams isn’t a single monumental event that occurs suddenly. It’s the result of countless small moments and steps taken, which together create a lifetime of happiness.
