About Our Founder Planning. Protecting. Preserving your retirement. One of Philadelphia's leading retirement transition specialists, Steve DeCesare, CFP®, is a second-generation Certified Financial Planner® professional who has spent the last decade of his career helping professionals transition into retirement with financial confidence. His multi-disciplinary planning approach works to ensure that the investment, income, tax and estate strategies are in place to achieve each of his client's financial and lifestyle goals for retirement. Steve specializes in offering guidance to corporate employees regarding their company sponsored retirement plans such as 401(k)s and pensions. He also advises on rollovers to and investment decisions within Individual Retirement Accounts (IRAs). Additionally, he helps employees who are facing workplace transition with the critical decisions and financial plan adjustments that need to be made to help ensure a smooth progression of their financial life as they enter into their next job or retirement. Steve is a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor Representative of DeCesare Retirement Specialists a Registered Investment Advisor. He is also life and health insurance licensed in the states of New Jersey and Pennsylvania. Steve is a member of the Financial Planning Association (FPA) and a recipient of the 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 Five Star Wealth Manager Award. As a financial resource, Steve has been quoted in numerous media outlets including USA Today, Money, Washington Post, The Wall Street Journal, and Bankrate.

About DeCesare Retirement Specialists

Other office location: 10,000 Lincoln Dr. E Ste 201 Marlton, NJ 08053. DeCesare Retirement Specialists is dedicated to providing a systematic,comprehensive, and a client-centric approach to financial planning. We are committed to helping you achieve your financial goals so that your savings can provide for your and your loved ones throughout retirement and thereafter. Our services include (but are not limited to): Retirement Planning, Investment Management, Financial Planning, E-Bridge Tracking Financial Software, Insurance Planning, Tax Planning, Estate Planning. DeCesare Retirement Specialists is an independent wealth management and retirement planning firm dedicated to helping make your life's hard work, work hard for you in retirement. Whether you are just beginning on the road to creating wealth, ready to cross over from the working years to the retirement years, or if you are already retired, we can help. Let DeCesare Retirement Specialists help you transition from work through life.

My passion for finance comes from a family heritage of teaching and caring for others. Finance is a complex area of life, yet in most states, it is not required in schools. As a financial planner, I have the ability to make a significant impact in the lives of the individuals, couples and families I serve. In my spare time, I enjoy spending time with my family, my husband Jim and my two sons, Christian and Dylan. We love visiting places as a family, and our kids' energy ensures we stay active.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Tower Bridge Advisors was founded in 2001 with a mission to provide high quality investment advice alongside outstanding client service. We manage equity and fixed income portfolios comprised of individual stocks and bonds. Our clients choose us because of our commitment to investment research, our experience in managing client portfolios and our laser like focus on our clients' needs. Our nine investment professionals each have, on average, more than 25 years' experience researching investment opportunities, and managing portfolios through up as well as down markets. Our investment process starts with a clear understanding of each client?s unique financial situation, and takes into account their tax status and tolerance for risk. Only by understanding these factors can we develop an appropriate investment solution. Our rigorous investment process results in a customized asset allocation for each client. Each client's portfolio is constructed of 35-40 stocks which represent the best ideas of our investment team, and an appropriate allocation to bonds to achieve the client's requirement for income and stability. From a client service standpoint, we make ourselves available for phone calls and in person meetings as frequently as desired. Our clients appreciate talking directly to the person who manages their account, not a marketing person or an intermediary. Our team of experienced administrators also reach out to our clients to ensure proper management of all administrative details of their accounts.

About Tower Bridge Advisors

Tower Bridge Advisors manages over $1.3 Billion for individuals and families. We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer bi-monthly webinars to provide additional insights into the markets and our thought process. We also use a sophisticated financial planning tool to help model "what if" scenarios to help us design the best plan for our clients. Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.

Im passionate about working with individuals to develop detailed strategies to help them reach their financial goals. In my spare time, I enjoy spending time with my family and staying active by playing hockey and volleyball. I also like to build things, which can be anything from woodworking to 3D printing.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc.(IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors. Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. He was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoors-man, Paul believes in physical as well as fiscal fitness.

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement. The number one financial worry is not having enough money to retire. Do you know how much you need? Did you allocate it properly and prudently? Do you know what assets to spend first? This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future. Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.

I have lived my whole life in Delaware County, first raised in Newtown Square with my parents and 2 older sisters. I graduated from Devon Preparatory school, with much appreciation for a good Catholic school education. Then I graduated from Villanova University with a degree in Sociology & Business. I broke my leg in March 2001, but I was still able to get back on my feet in time join my classmates at graduation two months later in May. For 2 years, I worked for a family owned local brokerage firm, supporting most of the sales reps in the office. I joined my family firm in May 2003, where I am currently a practicing CPA and a holder of the CFP® designation. I am currently the managing partner, but Id be nowhere without the help of our staff, Bernadette, Lorraine, Betsy & Michael. My education, credentials, experience and staff give me the ability to integrate clients financial goals with smart investment and tax planning. I currently live in Wayne with my wife and 3 kids. The most challenging thing Ive done was a 30 day live-in program for students of Aikido, a Japanese martial art. I spent the month of July 2004 in Chicago, living and training with other like-minded Americans and Europeans, and eventually earning my black belt in July 2006, after 7 years of training.\

About MC2 Financial Advisers, Inc.

Independent, fee only, registered investment advisors in Newtown Square, serving small businesses and families throughout the Philadelphia area. We are CPAs and CFPs, who use all of our knowledge and experience to integrate clients' financial goals and plans with proper business, tax, retirement & estate planning. No selling. No commissions. No dinner seminars. Specializing in Vanguard funds.

Vanguard Personal Advisor Services^® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor Services

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients. Andrew also writes extensively and has authored blogs, whitepapers and eBooks, all of which you can find in on our resources page. He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly, and Yahoo Finance. In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER" designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010. Outside of Diversified, Andrews number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high level squash player, a runner, and very average golfer.

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better. At Diversified, our clients know that while life isnt without change and challenge, its how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize well need to earn it, and once we do, we promise to keep it.

David joined the Diversified team in 2007. In David's role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan, and works closely with other industry professionals to bring the clients financial plan to completion; all in an effort to give the client the best possible service and peace of mind. David graduated in 2007 from the University of Delaware with a B.S. in Leadership, and continued his industry education by obtaining his series 7, 63, 65, health and life insurance licenses as well as the CERTIFIED FINANCIAL PLANNER" designation. David has won the Five Star Wealth Advisor award in Philadelphia and Delaware every year since 2010 for his overall client satisfaction. Adding value to both the team and the clients, David is happy to be a part of the Diversified family. Outside of Diversified, David is a member of the DuPont Country Club where he enjoys playing very average golf.

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better. At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it. Lifelong Wealth® is the pursuit of financial security to enjoy a meaningful life. For us, the keyword here is "lifelong". Lifelong Wealth gives families the opportunity to live well, while planning to achieve a level of happiness. For your life, living well happens through an intentional, lifelong approach which includes: 1. Knowing you have a lifelong financial planning process in place; lifelong advice. 2. Having a trusted advisory team to implement your plan. 3. Constant review and help on your path to lifelong wealth. At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong financial planning with the expert team to support it.

I enjoy being a financial planner because Im all about helping my clients plan ahead to face lifes challenges knowing that they have a roadmap to take them all the way to a rewarding retirement. My interests outside of work have been called unique by my four daughters. I have a passion for high intensity interval training and am a big fan of archery.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

About Palmerston Group Advisors, LLC

Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider: 1. Few fund managers have genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets. 3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.