Your trusted partner for every financial decision • Serving Montgomery County, PA & Nationwide
Every client relationship begins with the same commitment: honest, fiduciary financial planning, Montgomery County families can rely on, tailored to your life, communicated clearly, and focused on what matters most to you.
I work with individuals and families across Montgomery County, from Conshohocken and Plymouth Meeting to Blue Bell, King of Prussia, Norristown and Lafayette Hill, along with clients on the Main Line in Bala Cynwyd, Ardmore, Wayne and Bryn Mawr.
Serving families and professionals in towns across the region. See all the areas I serve across Montgomery County and the Main Line.
Financial guidance built on trust.
Best for: people who want a clear, expert plan and are comfortable implementing it on their own.
A personalized roadmap across cash flow, investments, taxes, retirement, and estate, everything working together.
Planning projects begin at $3,000 and range up to $15,000, depending on complexity.
Best for: people who want a partner to build, manage, and monitor their investments while keeping their whole plan on track.
A customized Investment Policy Statement, regular meetings, and availability between meetings.
Best for: people with a specific question or decision who want expert input without an ongoing commitment.
Focused, expert input on the decision in front of you, no long-term commitment required.
$300 per hour.
DIY-minded people who want an expert roadmap
From $3,000
Those who want an ongoing, hands-on partner
Tiered blended fee
A specific question, no ongoing commitment
$300 / hour
(not a tax preparer)
(not an attorney)
We start with your life, your worries, and what you want your money to do.
Together we name clear, realistic goals worth planning around.
A full look at what you own, owe, earn, and spend.
A plan built around your life, not a rule of thumb.
We review it in plain language until it genuinely makes sense to you.
We implement together, or hand you a clear roadmap to do it yourself.
Ongoing check-ins as life, and the markets, change.
first consultation
“Price is what you pay, value is what you get.”
Optimism and a genuine belief in the long-term power of capital markets.
Asset ownership is what builds long-term wealth, so we own great assets and stay invested.
The U.S. market sits at the heart of every portfolio.
Inflation is ever-present: savers can get left behind, but investors can get ahead.
Every recommendation is customized to you through a written Investment Policy Statement.
We meet, we see if we’re a good fit, and you leave with something useful either way. No pressure. Meetings can be in person across the Philadelphia suburbs or by video anywhere in the country.
