Award Winning Registered Investment Advisor*

Pennslyvania

Newtown Square

18 Campus Blvd. Suite 100

Newtown Square, PA 19073

Unbiased Advice From Our Team

Advisory Team

Bart

Bart Leake, CFP®, EA

Financial Planner

Kevin

Kevin Mayo CFP®, MBA

Managing Director

Ryan

Ryan Perry CFP®, AIF®

Financial Planner

Steve Holdsworth CFP®, MBA

Financial Planner