Financial Advisors in PHILADELPHIA-EXTON, PENNSYLVANIA

Philadelphia-Exton, PA

If you're looking for a financial advisor in the Philadelphia-Exton area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.

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Leadership / CLIENT SUPPORT TEAM

Geniffer Takacs, CFA
Director of Portfolio Management

Austin Warren, MBA
Senior Client Relationship Associate

Justin Sisson
Senior Client Relationship Associate

Rich DeRafelo, CFP®
Regional Director/Partner

Ronald Lehman
Regional Director/Partner

Andrew Kurtz, CPA
Senior Financial Planner

Contact Our Philadelphia-Exton Financial Advisors

Our Philadelphia-Exton office invites you to visit and meet our financial advisors to see what our full-service team can provide.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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