Financial Advisors

Philadelphia, Pennsylvania

204 Old Lancaster Rd
Floor 2
Devon PA 19333
Phone: 267.369.0765
Fax: 267.285.4374

Get in touch

After years of partnering with Philadelphia from afar, we were excited to put down roots in the City of Brotherly Love at the start of 2023.

Our Philadelphia financial advisors work 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.

Brighton Jones is one of the country’s fastest-growing wealth management firms, with over $19 billion in assets under advisement and 4,000 clients. Our mission is more than growing and protecting wealth—it’s about empowering you to live a richer life by aligning your resources with what matters most to you. 

Driving Directions

Meet your Philadelphia wealth management team

I have the opportunity to assist our clients with setting up, maintaining, and navigating ...

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Felicia Fortosis

Senior Client Administrator

I help our clients live a richer life by providing a worry-free tax planning and complianc...

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Lynne Yu, CPA

Tax Lead Advisor

I serve as the Personal CFO for a select number of successful families. We use a consultat...

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Michael Battaglia, CFP®

Senior Lead Advisor

My goal as an advisor is to make the complex simple and give our clients financial confide...

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Pat Melvin, CFP®

Lead Advisor

I strive to understand what is most important to clients both in their personal and financ...

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Sam Cregg

Business Development Manager

Connect with our Philadelphia team

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "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