We act as Fiduciary to our clients. We bring our knowledge and experience to work with our clients in their investment and financial decision making process. Core fundamental research and an understanding of global financial and economic conditions drives our investment management process. In depth financial planning process helps us understand the nuances of client?s financial situation and design an explicit financial plan that meets client needs and expectations. Our hands on implementation processes ensures thorough execution that meets client expectations. Most importantly we are constantly evolving to stay ahead on top of the investment advisory industry.
|Firm Start Year:||2016|
|Name of Custodial Firm:||Charles Schwab & Co|
|States Licensed in:||ALL|
|Number of Years with Current Firm:||3|
|I work with the following types of clients:||Businesses , Non-Profit Organizations , Individual Investors|
|Investment Types:||Options & Futures , Stocks , Mutual Funds , Bonds , Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||At my office , At your home , At your office|
|Qualifications & Memberships|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Compensation and Fees|
|Fee Structure:||I am a Fee-Only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$50,000|
|Compensation Methods:||Based on Assets , Flat Fee|
|BS Economics - Economics||
Penn State - University Park, PA
Michael holds the following qualifications:
Certified Financial Planner (CFP)
Bachelor of Science Economics, Penn State University
Michael has been in this industry for over 10 years.
Michael is married to wife Kate and they live in Bridgeport, PA with their son Jake and American bulldog Hank.
Michael is passionate about golfing, fishing and cooking.
Financial Planning for Individuals
I start by understanding my clients goals and needs. Then gather all pertinent information about their financial situation. After analyzing and projecting the clients financial situation, I provide a detailed and comprehensive plan. I walk my clients through the implementation of all agreed upon recommendations.
Financial Planning for Businesses
Bluesphere Advisors LLC provides business valuation services for a flat fee. We help our business owners plan effectively for the successful sale or transition of their business.
Portfolio management is the key to our client's success. I begin with a deep understanding of market and economic conditions. Building on that understanding I create tailored client portfolios based on their risk tolerance and objectives. I utilized individual stocks, Exchange Traded Funds (ETFs) and low-cost institutional mutual funds to build out the ideal client portfolio.
|Bryn Athyn||Bryn Mawr|
|Fairless Hills||Feasterville Trevose|
|Gwynedd Valley||Haddon Heights|
|King Of Prussia||Lafayette Hill|
|National Park||New Berlinville|
|Spring City||Spring Mount|