Wealth Manager ►Certified Financial Planner®, Co-Founder, Fee-Only Advisor
CurrentWe are an independent Wealth Management firm located in the heart of downtown Media, PA. We work with individuals and families to help organize, grow and preserve their wealth. We are fee-only “Registered Investment Advisors” legally held to a fiduciary standard for our clients, in contrast to the majority of financial advisors who are “Registered Representatives” of broker dealers.As Fee-Only Financial Planners, we work for you and not for a brokerage or insurance company. We don’t sell products and we’re not commissioned salespeople who “represent” insurance or brokerage companies. We represent and work exclusively for our Clients only – they hire us and pay us directly. This helps reduce conflicts of interest and allows our clients to receive objective advice and guidance. By putting our Clients interest first, we are focused on creating and building a financial plan that helps them achieve their financial goals.We typically work with individuals who have been successful up to this point but are now overwhelmed between their career and family life and want to work with an advisor who can render competent, objective and unbiased advice. We also work with people who received poor advice or lack a comprehensive plan and want to make a change in their financial life to help get them on track.
