About

At Comprehensive Investment Management (CIM), we help individuals and families take control of their financial future with expert guidance and personalized investment strategies. As a fee-only firm, we don’t earn commissions—our only focus is what’s best for you. We are a fiduciary, which means we are legally and ethically committed to acting in your best interest at all times. CIM is registered as an investment adviser with the Pennsylvania Department of Banking and Securities.

How We Help You

• Personalized Investment Management: No two clients are the same. We tailor investment strategies to your unique financial situation. We continually monitor and manage your investment to maintain an appropriate portfolio allocation for you.
  
  
• Tax Planning and Preparation: We provide planning based on an in-depth understanding of federal, state, and local income tax regulations to help minimize the tax impact on your asset growth. At tax time each year, we also prepare your personal tax returns.
  
  
• Smart Retirement Withdrawals: We’ll help you develop a tax-smart distribution plan for your retirement account.
  
  
• Financial Guidance: We assist with key areas such as investment management, retirement planning, tax strategies, asset protection, education planning, and estate considerations to help you make informed financial decisions.
  
  
• Fiduciary Commitment: As a fee-only firm, we provide transparent, unbiased advice with no sales commissions or hidden fees.
  
  
• Integrated Services for a Simple Fee: Our all-inclusive fee is based on assets under management and covers investment management, tax preparation, and other financial planning services.

At CIM, we provide personalized, objective advice to give you financial confidence and peace of mind.