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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.
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.
Exton, PA 19341
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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