Jason Saks

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.

Mike founded Whitford Financial Planning after working in the financial services industry for 25 years. He learned the importance of planning ahead and giving back by observing his parents manage their household finances. Mike wanted to become an advisor so he could help people make informed financial decisions. He started his career with Vanguard in a mutual fund accounting role but quickly realized he wanted to work directly with clients. While at Vanguard he completed the Certified Financial Planner (TM) coursework and first became an advisor. Mike then transitioned to Rodgers & Associates where he was able to provide more in-depth tax and retirement planning services and helped to build and manage a team of advisors. At Whitford Financial Planning, we specialize in retirement, taxes, and inheritance planning. Our comprehensive services are designed to coordinate your investments, tax strategies, retirement income needs, insurance, and estate planning goals. From day one, we work to maximize the efficiency of your financial resources, and as a fiduciary, we provide solutions that are always in your best interest. Through regular meetings and communications we keep your plan on track by adjusting to economic conditions, tax law changes, and updates to your personal situation. With Whitford as your financial partner, we help you do the little things right and avoid possible costly mistakes. Visit our website to learn more! There you can schedule a call to discuss your financial goals and determine if our services are a good fit.

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.

My firm, CJ Perry Financial, provides the opportunity for ongoing financial advice. Our clients generally include people who are planning to retire soon or who are recently retired. We’re available to answer your questions and address your concerns. We have two primary advisory service offerings: 1) Wealth Management Services Includes Investment Management Services and Comprehensive Financial Planning. 2)Project-Based Financial Planning As a one-time engagement. Here we assess aspects of your financial life, determine goals, and provide you with a financial plan to address those goals. As part of our Wealth Management offering, Investment Management Services includes appropriate asset allocation, security selection, rebalancing, tax considerations, and ongoing maintenance. Comprehensive Financial Planning involves helping you identify your financial and life goals and developing a plan to address those goals. This may include cash flow analysis, debt management and budgeting, Social Security claiming strategies, health care planning, estate and tax management, risk management, and retirement transitioning.

Michael Henzes, CFP®, MBA, EA Hi, my name is Mike. If you’re looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you’ll be experiencing over the next 20-40 years; you’ve come to the right place!!! My mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE. Some ways we’re different from other advisors: Advice Only – Never worry about being sold something you don’t want. No upfront fees – You get billed after the work is done - not before. CFP® Professional – Rigorously trained and dedicated to your best interest. Choice – You choose the level of service that fits your needs. Low annual fee – Planning and investment management for one low fee. No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring. I'm originally from Northeast Pennsylvania (Blakely, PA) and currently live in Southeast Pennsylvania, Western Montgomery county (Pottstown, PA). I attended the University of Pittsburgh and finished my last two years at West Chester University of Pennsylvania where I earned a Bachelor of Science degree in Accounting. I went on to earn my MBA, with a concentration in Finance, from St. Joseph’s University in Philadelphia and hold a certificate of completion from the College for Financial Planning’s Elite-CFP education program. I am a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent admitted to practice before the Internal Revenue Service. I've accrued more than 23 years of experience in the accounting and financial services industry in a number of different capacities. Most notably, I served as a Regional Director for a leading global provider of outsourced asset management where I had the opportunity to work with hundreds of advisors and see, first hand, how great firms operate and serve their clients. You can learn more about my professional background here: LinkedIn: https://www.linkedin.com/in/finplanningspecialist/ On the personal side, I've been married for over 20 years and have four children. I enjoy tinkering, working on cars, being in the outdoors and I'm a basketball enthusiast. If you’d like to talk and further explore how we might be able to help, I would encourage you to give us a call, send an email or use the scheduling app on our website. I sincerely appreciate your interest and look forward to connecting with you soon. – Michael Henzes