Collegeville, PA Office

Christine Messmer, P.C. provides financial planning and investment advisory services to individual and high‑net‑worth clients, as well as small business owners, covering cash management, retirement, tax and estate planning. Financial plans are produced interactively with clients, delivered in writing, and updated at least annually.

The firm develops tailored investment policies and generally pursues long‑term purchase strategies using third‑party research (Morningstar, analyst reports, company filings) supported by proprietary planning software and a secure client portal. Portfolios are monitored continuously but are primarily managed on a non‑discretionary basis, with clients asked to approve recommendations and encouraged to meet quarterly; quarterly portfolio reports and an Advyzon web portal provide regular reporting detail.

Distinctive for its peer group, the firm manages an unusually large amount of assets and client relationships per advisor — roughly $240.6 million across about 206 accounts — while nearly all assets are handled non‑discretionarily and only three accounts (approximately $1.6 million) are discretionary trustee accounts. The firm uses fee arrangements other than percentage‑of‑AUM (hourly and retainer structures), may act as trustee with the ability to debit trust accounts, and maintains annual surprise CPA audits of custody practices.