Market
RIA
Member Level
Chalice
Last Activity
2 weeks
Profile Age
283 days old
General
Location
Newtown, PA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$110,000,000.00
Gross Revenue
$1,350,000.00
# of Accounts
900
Avg Client Age
60
Overview

We are an independent Registered Investment Advisor serving the Bucks County and greater Philadelphia area that focuses on educating our clients about financial planning, investment/risk management, and sustainable retirement income. We then work with them to implement plans & strategies to achieve their goals. Through evidence based investing, we help our clients generate and maintain wealth over time and empower them through retirement education so they have a greater feeling of ownership and confidence about their financial future.
Our mission is to deliver a wealth management solution at the intersection of sophisticated financial planning and evidence based investment management to maximize the probability of successful client outcomes.
We'd like to provide a retiring advisor or firm a fantastic home for their clients as they transition out of the business.

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