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Our Story

Client Centered

In 2019, York businessman Greg Bianco, an authority in holistic financial planning strategies, felt called to a higher professional purpose: to create an advisory service where the community and local small business owners could feel supported in all aspects of business and life management – from negotiating the challenges of business ownership, to effective financial management for sustained progress and success, to creating an appropriate work-life balance. True Advisory Group (TAG) was born in July of 2019.

Core Values: Everyone Is WELCOME


W

Willingness to serve selflessly:

  • We value others as we value ourselves
  • We serve our God, team members, clients, and community

E

Engaged:

  • Our team is unified and committed to our clients
  • You are the most important person that we talk to in that moment

L

Love one another:

  • Love is at the root of all we say and do
  • We understand there is no greater sense of love than feeling understood

C

Compassionate, Christ-centered culture:

  • Our faith shapes how we work with one another
  • Through our faith journey we establish genuine relationships

O

Open and honest communication:

  • We say what we mean and mean what we say
  • We have two ears and one mouth so we can listen twice as much as we speak

M

Make it happen:

  • We get the job done right
  • A plan without action is just a speech

E

Evolve:

  • We never stop growing personally, professionally, and spiritually
  • Our mission in life is to transform ourselves into our highest state of peaceful presence

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....

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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...

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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...

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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...

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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...

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Randi Shervington

Administrative Assistant

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