At HealthyFP, we're your money guide for life's changes. Your dollars need to keep pace with your biggest goals. HealthyFP builds clear, step‑by‑step plans for busy people so you can enjoy today while staying ready for tomorrow. We automate your savings, fine‑tune your resources, and remove money stress so you can focus on life, not spreadsheets. We’re modern, tech-forward, and future-focused; not your parents’ stock picker. Our advice is built on data, not hype.
 Our tools are built to make life easier, not more complicated. Our Philosophy Simplify Your Journey. Amplify Your Results. Most financial advice sounds smart but never turns into action. That’s not us. We’re here to simplify your path and make sure every step is one you can actually take. Here's how we do it: ✔️ Leverage: Make every dollar and every minute count ✔️ Simplify: Eliminate overwhelm from your financial life ✔️ Streamline and Automate: Systems that work, so you can live ✔️ Maximize Flexibility: No one has a crystal ball; your plan should adapt as life does ✔️ Direction Over Speed: The right path > the fastest one ✔️ Action Over Theory: Advice is only useful if it moves you forward, ours always does

Mark Feldser is a financial advisor with Wick Capital Partners, LLC, holding 10 years of industry experience. He has worked at Wick Capital since 2019, following prior roles at West Capital Management and West Capital Management, Inc. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, providing personalized asset management, comprehensive financial planning, and fiduciary services. The firm employs a combination of fundamental analysis and active and passive investment strategies, managing most client assets on a discretionary basis and conducting regular portfolio reviews.

John Hickey III is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Integrity Investment Advisors, LLC and has worked at Comprehensive Advisors LLC since 2006. Outside of his advisory role, he serves as a constable for the state of Pennsylvania and is treasurer of the Pennsylvania Fraternal Order of Constables. He also leads a tax preparation and bookkeeping firm and provides employee assistance program training on financial topics. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers financial planning and portfolio management with an investment approach that emphasizes diversification, cost control, tax efficiency, and a combination of fundamental and technical analysis.

James Mcgowan is a CFP® with 11 years of industry experience, currently serving at Apollon Financial, LLC since 2024. Prior to joining Apollon Financial, he worked for ten years at The Marshall Financial Group, Inc. He is also the Chapter President of Business Networking International (BNI) in Lansdale, PA, where he leads weekly meetings and coordinates professional referrals. Apollon Financial, LLC is an SEC-registered advisory firm managing approximately $1.45 billion through a team of 16 advisors. The firm serves individuals, families, trusts, estates, businesses, and retirement plans, combining centrally managed model strategies with locally managed advisor-led portfolios and utilizing a range of investment tools including ESG models, Direct Indexing, and tax-aware techniques.

Melissa Devlin is a CFP® professional at Thrive Wealth Management, LLC with seven years of industry experience. She has worked at Thrive Wealth Management since 2018 and previously spent six years at Sei. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies including model portfolios, tax-aware management, and the use of independent managers, and it manages approximately $1.28 billion in discretionary assets.

Samuel Liebman is a financial advisor at Amplius Wealth Advisors with 56 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill Lynch, Bank of America, and Amplius Asset Management. Liebman is also a licensed insurance agent. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party managers. The firm offers customized advice, incorporating model portfolios and independent sub-advisers, and utilizes third-party platforms to implement and monitor client strategies.

Gbarclai Mowenn is a CFP® professional at Compass Ion Advisors, LLC with one year of industry experience. Prior to joining Compass Ion, he held roles at Logan Capital Management LLC and Tiedemann Advisors / ALTI Global. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, educational institutions, and charitable organizations, offering integrated financial planning, investment advisory, and retirement plan consulting services. The firm manages approximately $1.59 billion and focuses on strategic asset allocation and long-term holdings using a variety of investment vehicles.

John Carson is a financial advisor with Northstar Asset Management Company, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. His prior roles include five years at Glenmede Trust Company and six years at Northstar Asset Management, LLC. Since 2024, he has served as an Independent Director for the Federated Hermes Premier Municipal Income Board, a diversified closed-end management investment company. NorthStar Asset Management Company provides investment management services to individuals, high-net-worth clients, businesses, charitable organizations, and retirement plans. The firm employs a growth-biased investment approach based on fundamental analysis and asset allocation, managing approximately $660 million with a compact advisory team.

Robert Habig II is a financial advisor with Ellis Investment Partners, LLC in Berwyn, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Ellis Investment Partners since 2015. Outside of his advisory role, he serves as a board member of Manor West Commons Owners Association, where he participates in financial oversight and operational decisions. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to clients’ risk tolerance and emphasizes diversification and tax-aware management, offering a range of investment options and ERISA retirement plan services.

Michael Sharp is a financial advisor with Sharp Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ba Securities, Purshe Kaplan Sterling Investments, and H.D. Vest Investment Services. Outside of advisory work, he is involved as an officer in a local AAU basketball team. Sharp Financial provides investment advisory and financial planning services to a diverse clientele, including individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that combines proprietary strategies with third-party quantitative analysis and daily market data, offering discretionary management, comprehensive wealth planning, and retirement plan advisory services.

Matthew Donahue is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Thrive Wealth Management, LLC since 2018 and previously worked at United Capital Financial Advisers, LLC for five years. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm employs client-specific strategies using a variety of model portfolios and emphasizes tax-aware management, regular portfolio reviews, and rebalancing.

Christina Copeland is a financial advisor with Conservest Capital Advisors Inc, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with Conservest Capital Advisors since 2003. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm employs a customized investment strategy based on in-depth client interviews, combining macroeconomic and fundamental analysis with long-term, low-turnover approaches using ETFs, no-load mutual funds, and individually selected bonds.

David Newcomb is a financial advisor with Sterling Investment Advisors Ltd. in Berwyn, PA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Sterling Investment Advisors Ltd. since 2006 and at Purshe Kaplan Sterling Investments since 2011. Outside of his advisory work, he serves as a member of the Board of Elders at Christ Community Church. Sterling Investment Advisors Ltd. provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm manages nearly $1 billion in assets and employs a range of investment strategies, including the use of derivatives and cryptocurrency exposure where appropriate.

James Schmidt is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, private foundations, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically employing a long-term investment approach with a range of investment vehicles, including ETFs, mutual funds, and private funds.

Michael Newman is a ChFC® with 23 years of industry experience, currently serving as an advisor at Ellis Investment Partners, LLC since 2012. He also holds a role as a broker for several insurance companies, selling life, disability, long-term care, and fixed annuities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a dynamic asset-allocation approach with an emphasis on diversification and tax-aware management, and offers a comprehensive suite of ERISA retirement plan services.

Kristin Sindoni is a financial advisor with Conservest Capital Advisors Inc, holding a Series 65 designation and 18 years of industry experience. She has been with Conservest since 2008. Conservest Capital Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, professional corporations, religious institutions, endowments, and charities. The firm’s investment approach involves customized strategies based on in-depth client interviews, combining macroeconomic and fundamental analysis, and emphasizes long-term, low-turnover holdings using ETFs, no-load mutual funds, and individually selected bonds.

Gregory Obin is a financial advisor at Alden Investment Group with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Company, and served six years in the Air Force. He also holds an insurance license. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning for individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, using a customized asset allocation approach supported by proprietary strategies and technology platforms such as Alden COVE and Pontera.

Matthew Resch is a financial advisor with Alden Investment Group, holding a Series 63 license and 24 years of industry experience. His prior roles include positions at PNC Capital Markets, Ambassador Partners, and Ambassador Financial Group, where he was also founder and managing partner of Ambassador Financial Group, LLC. He is a 12.5% owner and director of Argyle Capital Management, LLC, though he is not involved in its daily operations or investment decisions. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fiduciary and financial planning services. The firm uses a proprietary investment approach combining its Alden Capital Management strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers.

Patrick Greenhalgh is a financial advisor at Lansing Street Advisors with nine years of industry experience. He holds the Series 66 designation. His prior work includes positions at RBC Capital Markets and Merrill, among others. Outside of finance, he worked for Deckpro Powerwash Company for a year. Lansing Street Advisors is a team-based firm serving individuals, high-net-worth clients, trusts, and estates with discretionary and non-discretionary wealth management, portfolio management, and financial planning. The firm focuses on long-term, fundamental analysis-driven investing primarily using exchange-traded funds, while also incorporating mutual funds, individual equities, fixed income, and external managers when appropriate.

Kevin Harper is a financial advisor at Almanack Investment Partners with 16 years of industry experience. He holds a Series 65 designation and has been with Almanack since 2016. Harper is also affiliated with Gadsden, LLC, where he has worked since 2018. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm uses a model-driven, risk-conscious approach to asset allocation and manages a range of strategies, including adviser-managed pooled vehicles and private funds.