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Devin Born

Advisor at Lifemark Securities Corp.

Updated today

Location

Sinking Springs, PA

Credentials

Series 63, Series 65

Industry experience

33 years

About

Devin Born is a financial advisor at Lifemark Securities Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Comprehensive Asset Management & Servicing, Inc. and B&D Financial Services. In addition to his advisory work, he operates as an independent insurance agent and assists clients with executor duties related to estate administration. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering a range of managed account programs and retirement-plan consulting tailored through risk assessments.

Client services

Based on Lifemark Securities Corp.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lifemark Securities Corp.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management

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Fee options

Fixed

Financial planning flat fees typically range from $250 to $5,000 depending on complexity; also one-time fees possible.

Percentage

$0+: IAR fee from 0.35% to 0.5% depending on asset level, maximum cannot exceed 2.0%; client fee may exceed 2.0% due to add-ons N/A - N/A: IAR fees are negotiable and may be discounted or premium based on complexity and require preapproval

Commissions

Yes, as broker-dealer, commissions earned by IARs on commissionable products sold outside advisory services.

Project-based

Financial planning hourly fees typically range from $100 to $500 per hour.

Other

Minimum fee: Minimum annual account fees may apply depending on the custodian or platform used; specific amounts not stated. Fee-only: Yes, investment advisory services fees payable as percentage of assets; IAR fees negotiated within stated ranges; no commissions on advisory services.

Location

Sinking Springs, PA

Most active in

Massachusetts · Pennsylvania · Texas

Work history

Tax Preparation Services

2017 - 2020 (3 years)

Lifemark Securities Corp.

2016 - Present (10 years)

Comprehensive Asset Management & Servicing, Inc.

2007 - 2016 (9 years)

B&D Financial Services

1999 - 2019 (20 years)

Independent Insurance Agent

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul F

Series 63, Series 65

Birdsboro, PA

Paul Fair Associates, LLC

Paul Fair is the principal of Paul Fair Associates, LLC, where he has provided financial advisory services since 2000, totaling 22 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he teaches financial education classes for a nonprofit organization, dedicating about 30% of his time to this activity. Paul Fair Associates, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary investment supervisory services and monitors independent managers, allocating client assets across mutual funds, stocks, ETFs, and various fixed income instruments using multiple security analysis methods. The firm is notable for accepting non–high-net-worth individual clients and providing portfolio management with percentage-of-AUM fees.

Wealth management
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Stephen E

CFP®, Series 63

Morgantown, PA

Elliker Financial

Stephen Elliker is a CFP®-certified financial advisor with four years of industry experience. He is the principal of Elliker Financial, which he founded in 2025, after previously working at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of financial advising, he is co-owner of Elliker Cookie Company, a business involved in scheduling, business development, and sales. Elliker Financial serves individuals and high-net-worth households by providing wealth management and comprehensive financial planning, including investment management, retirement and college planning, business planning, and risk and tax considerations. The firm uses a discretionary approach emphasizing asset allocation based on Modern Portfolio Theory, combining both passive and active investment vehicles and offering socially responsible investing options upon request.

College savings (529s, UTMA, etc.) Cash flow / budgeting Social Security optimization Founder/Business Owner Mid-Career Professionals
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Scott F

Series 65

Wyomissing, PA

Foster Investment Management, LLC

Scott Foster is the sole advisor at Foster Investment Management, LLC, an independent advisory firm based in Wyomissing, PA. He holds a Series 65 designation and has 16 years of industry experience. Prior to founding his firm, Foster briefly worked at Backcountry Edge in 2016. Foster Investment Management is a state-registered, fee-only firm providing investment management services to individuals and trusts. The firm uses a core-and-satellite approach combining passively managed index funds with actively managed satellite holdings, offering both discretionary and non-discretionary account management tailored to client objectives.

Passive / index investing Active portfolio management
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Francis P

Series 63, Series 65

Mohnton, PA

GuidePost Capital Management Group, LLC

Francis Post is a financial advisor at GuidePost Capital Management Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tompkins Trust Company, LPL Financial LLC, Berkshire Advisors, Inc., and Purshe Kaplan Sterling Investments. GuidePost Capital Management Group is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing fundamental and technical analysis alongside modern portfolio theory to align portfolios with client objectives and risk tolerance.

Retirement income strategy Options & derivatives strategies

Dillon K

CFP®

Sinking Spring, PA

Rewealth

I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/

Business ownership considerations Business Financial Management Real Estate Professional Christian Faith Based
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Craig H

Series 65

Wyomissing, PA

Walsky Investment Management Inc

Craig Hafer is a financial advisor at Walsky Investment Management Inc with 23 years of industry experience. He has been with Walsky since 2000 and holds a Series 65 designation. Outside of his advisory role, Mr. Hafer coaches youth soccer in Berks County, PA, and owns Westview Productions, through which he produces podcasts and publishes written content on investment and other topics. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $122 million across fewer than 100 client accounts. The firm emphasizes fundamental analysis and long-term investment strategies, tailoring portfolios to clients’ objectives and risk tolerances while providing quarterly reviews and reports.

Active portfolio management
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