As one of the top Chester County advisory firms, we developed a trademarked retainer-based plan customized for our clients to cover all aspects of your wealth management-planning journey. We call it our Milestone Clarification ProcessTM (MCPTM ). It is a layout of meetings with specific milestones leading you to your long-term goals. This unique retainer-based program does not require assets to be managed by us or products to be bought by you.Learn More Start a Converstation
Whether the result is a confirmation of you being on the right path or a recommendation that some adjustments may be in order, receiving a second opinion can help you gain confidence in your long-term financial plan.
Planning does not mean you need to have assets with your advisor. Our Milestone Clarification ProcessTM allows you to keep all your assets where they are.
Wouldn’t you like to know if you are on the right financial path? Schedule your Second Opinion Service meeting, and speak with an experienced advisor. The only cost is your time – the results could be invaluable. Great things start with a conversation.
Learn how we created a program so Harry could enjoy his retirement with less worries.
Learn how we created a program so Damien could focus on his business and employees without being consumed with finances.
Learn how we created a program so Jack and Marie could focus on doing what they love and invest in alternative investments they never even considered were best for their family.
Learn how we created a program so Jillian didn’t have to worry about potential financial decisions, such as changing jobs, divorce, and saving for her children’s education.
Do not let the fear of living out-of-state stop you from finding an advisor. Thanks to technology, we engage many clients using virtual software without ever needing to meet in person. After all, we hold licenses in over 15 states. That’s why we like to say “Changing the way financial advice is delivered-from virtually anywhere”. Don't see your state listed? No worries! We will simply need to register to any new states prior to engagement.
We have a wealth of experience working with everyone from retirees to entrepreneurs. Many of our clients have been working with us for more than two decades.
There are several differences between standard fee-based advisors and retainer-based clients, some that people don’t even think about. Check out the top 12 benefits of retainer-based planning!Download Whitepaper