Tim’s top priority as a financial advisor is to listen to his clients in order to fully understand their goals so that he can provide them with the best possible advice. As a CERTIFIED FINANCIAL PLANNER™ he is committed to maintaining the highest level of integrity, competency, ethics, and professionalism for his clients. Tim works with clients throughout the United States and has a practice concentrated in the Greater Philadelphia region. He helps his clients in all areas of wealth management including tax planning, equity compensation plans, real estate investing, pension and deferred compensation strategies, retirement income planning, college planning, insurance, risk management, estate planning, employee benefits, tax efficient portfolio construction, and charitable giving strategies.  Tim was also a Five Star Wealth Manager Award Recipient (2022-2023)*.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 11/01/22 for the period of 2/21/22 - 11/01/22. Awarded 11/01/2023 for the time period 02/13/2023 through 08/31/2023.