Advisor at Overture Wealth Management
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Firm
Overture Wealth Management
Location
Conshohocken, PA
Credentials
CFP®, CFA®, EA
Industry experience
22 years
I founded Overture Wealth Management to help pre-retirees, retirees, and small business owners make smart, tax-efficient financial decisions. My approach emphasizes clear guidance, low-cost investing, tax minimization, and disciplined portfolio management.
I began my career at UBS in Pittsburgh in 2003. Early in my career, I recognized that the traditional brokerage model didn’t fully align with my vision of putting clients first. I joined Vanguard in 2004, where I spent 14 years developing expertise in retirement planning, investor education, and portfolio management.
Before founding Overture, I served for six years as a Wealth Manager at a Philadelphia-based RIA, advising high-net-worth families, small business owners, physicians, and executives. I hold both the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Analyst® designations and live near Philadelphia with my wife and two daughters.
Outside of work, I enjoy skiing, biking along the Schuylkill River Trail, and cheering on the Steelers and Pitt Panthers.
Whether you’re nearby in the greater Philadelphia area or elsewhere in the U.S., I’d be happy to arrange a complimentary introductory meeting to discuss your financial goals.
Based on Overture Wealth Management
400
$1,000 - $3,750
Both holistic Wealth Management Service as well as standalone Financial Planning available. All services provided on a flat fee basis.
Conshohocken, PA
Pennsylvania
Overture Wealth Management LLC
2024 - Present (2 years)
Sage Financial Group
2018 - 2025 (7 years)
THE Vanguard Group, Inc.
2004 - 2018 (14 years)
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