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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Financial principles and strategies
  • Retirement planning and distribution strategies
  • Estate conservation issues
  • Risk management

We also can help answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Anthony has over 30 years experience in investment management, financial planning and tax planning. Anthony built his Financial Services Company through a meticulous work ethic and compassion for his clients...

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Barb Meara

Operations Manager, Wealth Manager

(215) 822-8220

(215) 822-8228

Barb manages the office and Anthony’s administrative details. She is responsible for overseeing investment and tax client services, providing assistance and facilitating communications between clients and Anthony with ...

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