A complete list of active advisors currently associated with 2nd Story Wealth Planners
Warmer can help you find a great advisor at 2nd Story Wealth Planners or one who fits your needs even better.
2nd Story Wealth Planners is a fee-only registered investment adviser that provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and small business owners. Its offerings include ongoing and project-based financial planning, investment management, and consulting on retirement, estate, tax, insurance, and business-planning matters. The firm combines principles of modern portfolio theory with both fundamental and technical analysis, creating client portfolios using mutual funds, ETFs, and individual securities and offering passive, active, and socially responsible options when requested. As part of comprehensive planning, it provides advice on held-away accounts (such as employer retirement plans) and conducts regular account reviews to align portfolios with clients’ objectives and risk tolerances. Notable for a firm of its size, it provides educational seminars and speaking engagements intended for groups and the public, with content explicitly described as general and non-personalized — a service relatively uncommon among peers. The firm’s lead planner is a CFP® designee who also serves as the chief compliance officer and discloses outside industry roles, including work as a FINRA arbitrator and part-time financial coach, which the firm states may inform its professional perspective.
To learn more about the advisors currently working at 2nd Story Wealth Planners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Plymouth Meeting, PA
| 21
|
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