Firm Philosophy
With economic uncertainty and instability in the financial markets, consumers are seeking the counsel of an established, well-educated, and objective professional to help them organize their financial lives and implement strategies that give them a sense of control and peace of mind.
Relationships are created when clients feel secure enough to share their personal life events with an advisor in an effort to help them make wise financial decisions based on their individual needs and objectives. Relationships are built on trust and confidence with an advisor who cares about the welfare of his clients. My clients feel confident after establishing a relationship with a one-owner firm that has been “in the neighborhood” for nearly 25 years. Although I have a support staff, clients work only with me.
Communication with my clients is ongoing throughout the year. I encourage complimentary annual meetings with financial planning clients (more often if needed) and encourage clients to call to "run a financial or tax matter by me" before making a decision.
For many clients, financial planning and income tax preparation can be intimidating and create anxiety. I recognize this and never hurry a client in a meeting or when making investment decisions. I encourage clients to bring a written list of questions with them so I may make every effort to provide thorough explanations of financial and tax concepts. It is my sincere desire that clients fully understand my recommendations so they can proceed with confidence.
Since establishing my practice in 1988, I have made a conscious effort to treat my clients with the same concern and attention that I would wish to receive. This effort has resulted in my being selected as a 2010 and 2011 "Five Star Wealth Manager" by Philadelphia magazine for overall client satisfaction.
Initial consultations (1/2 hour) are provided at no cost or obligation. I look forward to meeting with you.