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Matthew Quinn

Advisor at Blacktower Financial Management (US) LLC — Downingtown, PA

Updated today

Credentials

Series 65

Experience

1 year

Location

Downingtown, PA

Blacktower Financial Management (US) LLC logo

Blacktower Financial Management (US) LLC

Team

Total advisors

29

Across 6 offices

Clients per advisor

17 Very Low

Avg AUM per client

$531,084 Low

HNW client ratio

7% Very Low

About

Matthew Quinn is a financial planner with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has worked in the financial services industry since 2015, previously with Guardian Wealth Management and currently with SJB Global, where he operates across Europe. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, standalone financial planning, and retirement-plan consulting.

Client services

Based on Blacktower Financial Management (US) LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Blacktower Financial Management (US) LLC

Cross-border / expatriate tax planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management

Occupation focus

Based on Blacktower Financial Management (US) LLC

Retired

Demographic focus

Based on Blacktower Financial Management (US) LLC

Expats HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Financial planning and consulting fees up to $5,000 (negotiable)

Percentage

$0+: Up to 2.00% annually for US based asset management fees (negotiable) : pension assets transferred - : not applicable: Initial fee up to 3% for UK pension transfers : after transfer - : not applicable: Annual fee up to 1.50% for ongoing management of SIPP and QROPS pension accounts

Location

See office

Downingtown, PA

Downingtown PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

1 year of industry experience

SJB Global

2018 - Present • 8 years

Malaga

Guardian Wealth Management

2015 - 2018 • 3 years

Geneva

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John K

Series 65

Paoli, PA

Milvian Bridge Advisory

John Kroger is the founder of Milvian Bridge Advisory, an independent investment advisory firm based in Paoli, Pennsylvania. He holds a Series 65 and earned both a Bachelor of Science in Finance and an MBA with a concentration in Finance from Fairfield University. He is also a graduate of Malvern Preparatory School. His professional background includes experience with Daylesford Abbey, Stone Bay Holdings, and Hampton Inn. Milvian Bridge Advisory provides portfolio management, financial planning, and investment consulting to individuals, families, high-net-worth clients, retirement accounts, trusts, estates, and business owners. The firm operates as a fiduciary and fee-only adviser, emphasizing disciplined portfolio construction, diversification, thoughtful asset allocation, tax-aware decision-making, and advice tailored to each client’s goals, circumstances, and long-term objectives.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Passive / index investing Active portfolio management Founder/Business Owner Established Professionals HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Retired

Jeffrey K

Series 66, AIF®, Series 7

Chadds Ford, PA

Brandywine Financial Advisors

Jeffrey Kropp is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Market Street Wealth Management, USA Financial Securities Corporation, and Patriot Financial Group. He is also the owner of Brandywine Financial Advisors, a sole proprietorship offering life and health insurance and fixed annuities. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering both discretionary and non-discretionary management across a wide range of investment products.

Annuities General retirement planning Income planning Passive / index investing ESG / Sustainable investing Founder/Business Owner Executive Retired
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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

Beth Dandrea is a Certified Financial Planner™ with 13 years of industry experience and has operated her own firm, Beth D'Andrea, Financial Planner, LLC, for 19 years. She is affiliated with Plumtree Financial Planning, an independent firm based in Malvern, PA. Plumtree Financial Planning offers comprehensive financial planning and portfolio management tailored to individuals and families. The firm emphasizes long-term, goal-based planning and provides ongoing and project-based advice without taking custody of client assets, operating primarily on a fee-only, non-discretionary basis.

General tax planning General estate planning guidance Cash flow / budgeting
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John N

Series 66

West Chester, PA

Stone Loft Wealth Management LLC

John Neal is a financial advisor at Stone Loft Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and UBS Financial Services. Stone Loft Wealth Management is an independent advisory firm serving high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary wealth management and financial planning, focusing on portfolio construction with low-cost mutual funds and ETFs, combining fundamental and technical analysis within a long-term investment framework.

Wealth management Passive / index investing Active portfolio management

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Paul Kobilka is a CFP® and ChFC® with 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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