620 Lee Road Suite 120B
Wayne, PA 19087
Our wealth management team in Philadelphia works with individuals and families to navigate complex finances and taxes through personalized financial plans built for the big picture.
As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today. Our holistic approach includes in-house wealth management expertise, such as investment management, tax planning, estate planning, philanthropy, private investment advisory, equity compensation guidance, real estate advisory, business succession, and other specialized financial services.
Meet your Philadelphia wealth management team
My role affords me the unique opportunity to build our brand in new cities, onboard and tr...View Profile
Annika Williams, CFA
As a growth and operations manager, I help clients live a richer life by keeping things ru...View Profile
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...View Profile
As a senior lead advisor, I work to support other advisors and make sure they have the too...View Profile
Matt Mormino, CFP®
My goal as an advisor is to make the complex simple and give our clients financial confide...View Profile
Pat Melvin, CFP®
Connect with our Philadelphia Personal CFO team
"Professional, knowledgeable, and dedicated to meet my financial needs. I can call at any time and member of the team gets back to me immediately. I wouldn’t work with anyone else."- Cindy D., Brighton Jones client