Contact Us (215) 665-1058

When evaluating a potential advisor, answers to the following questions will assist you in the evaluation process:

• Does the advisor have integrity?
• Is the advisor competent?
• What type of service does the advisor provide?

Does the advisor have integrity?
It is a good idea to ask the following questions:

• Does the advisor build a plan based upon realistic assumptions?
• Does the advisor tell you what you want to hear or what you need to hear?
• Do you like and trust the advisor and their staff?

Is the advisor competent?
The following questions can help determine the advisor's competencies:

• What is the reputation of the advisor?
• Is the advisor well recognized in the community?
• Do you know of others who have had a favorable experience with the advisor?

What type of service does the advisor provide?

• Ensure the advisor provides personal service, including meeting face-to-face regularly and as needed
• Determine if the advisor is specialized in areas that will meet your specific needs.
• Verify the investment recommendations are not a “product sale,” but truly taking a comprehensive approach to your complete financial picture

We are an independent investment financial planning firm committed to providing you with a direct approach to financial planning. As a valued client, you will meet with your advisor, on a regular basis. We are committed to working with you to determine a financial strategy to help meet your needs.