About Us
We believe your financial life is about more than numbers.
Whether you're running a business, planning for the future, preparing for taxes, or making an important financial decision, we're here to help.
We take the time to understand what's important to you and help make financial matters easier to navigate.
Our Goal
Our goal is simple: to help you make confident financial decisions.
We want you to understand your options, feel comfortable asking questions, and know you have a team you can turn to when you need us.
We're not here just to complete a transaction. We want to build relationships that allow us to provide better advice as your needs, goals, and life change.
Our Story
We built True Advisory Group around the belief that better advice starts with better relationships.
Financial decisions rarely happen in isolation. Your taxes can affect your business. Your business can affect your personal finances. And the decisions you make today can shape what comes next.
That's why we've brought tax, accounting, business, and financial professionals together under one roof. By working as a team, we can better understand the whole picture and help you make decisions with the future in mind.
How We Work
We start by listening.
We take the time to understand you, your goals, and what's important to you. Then we work together to help you evaluate your options and determine the best path forward.
We also believe good advice should make things clearer, not more complicated. We'll explain what we're recommending, answer your questions, and help you understand the why behind the decisions you're making.
Your goals are personal. We think your advice should be too.
Core Values
Everyone is WELCOME!
W - Willingness to serve selflessly: We value others as we value ourselves.
E - Engaged: We are unified and committed to our clients and their financial position.
L - Love one another: There is no greater sense of love than feeling understood and supported.
C - Compassionate, Christ-centered culture: Through our faith journey we establish true relationships.
O - Open and honest communication: Say what you mean and mean what you say.
M - Make it happen: We get the job done right.
E - Evolve: There is always room to learn and grow.
Meet The Team
Greg Bianco, EA
Chief Visionary Officer | Wealth Management Advisor
Owner and founder Greg Bianco started True Advisory Group in 2019 after 10+ years in the tax preparation and wealth management industries. Greg graduated from Towson University with a bachelor’s degree in economics in 2007....
Kevin Forry
Director of Operations
Kevin joined TAG in January of 2021 after receiving his Project Management Professional (PMP) certification in November of 2020. He comes to the firm with more than 14 years of banking and financial industry experience. As the Director...
Staci Delp
Senior Relationship Manager- Accounting
Staci joined the TAG family more than three years ago and brough along her experience from her previous position as a secondary business education teacher, which she held for 20 years. Staci has a bachelor’s degree in accounting...
Steven Smaw
Relationship Manager- Accounting & Tax
Steven joined the TAG family in October of 2022 and brought along his 5+ years of tax experience. Steven has a bachelor’s degree in accounting from Lock Haven University. His primary focus is maintaining accuracy and efficiency...
Michelle Rivera
Relationship Manager- Accounting
Michelle joined the TAG team in January of 2023. She brings her 17+ years of banking and finance experience to the team along with her extensive client service skills. In her role, she works with clients and internal team members to...
Randi Shervington
Relationship Manager - Accounting
Andrea Hess
Client Service Associate