Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies

Community participation

Delaware Valley Wealth Advisors - Community participation photo

The mission of Food Bank of Delaware is to inspire hope in our communities by providing food to nourish Delawareans, while collaborating on long-term solutions to hunger and poverty. Our team at Delaware Valley Wealth Advisors, along with some of our amazing clients, volunteer in packing food packs to be delivered to local schools, assist in the food pantry and provide food boxes for pick up by our neighbors in need.

Meals On Wheels America - Our team at Delaware Valley Wealth Advisors and some of our clients volunteer to create messages of love with handmade cards for seniors struggling with hunger and isolation.

Our photos

5 albums
close