Overview

We are a well known highly ranked Philadelphia Region (3 offices) and national fee-only wealth management RIA.

Founded in 1987, we have continued to expand organically and inorganically. We have outstanding professional management, 30 advisors, an excellent tech stack and are well resourced.

Our culture is very warm, collegial and inclusive. We are entrepreneurial and looking for similarly minded excellent Advisors who have client centric practices and who would like to join a collegial and innovative firm that is as client and staff focused as they. We offer many marketing, sales and network opportunities.

We have accomplished both mergers and acquisitions.

We invite your inquiries to learn more about us. Please note, we are seeking acquisitions and merger opportunities, we are not seeking to be acquired! Thank you.

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