Mike Helveston

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.

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.

Hi, I’m Bob Falcon. I'm the President and Founder of Falcon Wealth Managers LLC and College Funding Solutions LLC. I leverage my unique skills as a CPA (Tax) along with my CFP(R) to provide tax-efficient financial and retirement advice to my clients. As a Certified College Financial Consultant, I help families to minimize the cost of college by (1) making sure they get the financial or merit aid they are entitled to, and (2) identifying great colleges that are not on their list where they can obtain significant aid. After graduating from Villanova with a BS in Accounting, I started my financial services career working 9 years in public accounting as a CPA in Tax. I rose to the Manager level in a Big 4 Accounting firm, then broadened my expertise by earning an MBA at Kenan-Flagler Business School (UNC-Chapel Hill). Today, my goal is to make sure my clients do not pay any more tax than is legally required so that they (not the government) can enjoy their lifetime savings. As a self proclaimed "Tax Geek with Personality," I revel in helping my clients to pay as little tax as possible. I help my younger clients with their executive compensation (stock option) strategies as well as optimizing their employee benefit selections. For those nearing retirement, I develop individualized multi-year tax strategies that allow them to minimize their taxes on retirement savings withdrawals and to optimize their Social Security election strategy. In the end, I want all my clients to share their wealth with their children, grandchildren, and their charities instead of with the government.

Hi! I’m Ryan Langan, a CERTIFIED FINANCIAL PLANNER™, and the Founder of Your Path Fi, a fee-only financial planning and investment management firm. I help pre-retirees and retirees gain financial clarity, use their money to live impactful lives, and create their unique path through retirement. We are proud to be different from your typical financial advisor. ✅ Retirement Planning Focus: We don’t take a generalist approach. Retirement planning is our specialty as we focus on helping you reach retirement and make the most of your retirement. ✅ Tax Planning: Many advisors avoid tax planning. We understand the importance of tax planning as part of your overall plan, and we use our extensive tax background to incorporate tax efficiency and minimization into your plan. We also handle the preparation of your income tax returns. ✅ Transparent Fees: We love transparency, and you deserve to know what you are paying your advisor. We are proud to be fee-only, meaning we do not sell products or receive commissions. Our sole source of revenue is from the planning advice we provide you. We charge a flat annual planning fee that is not a percentage of your investment assets. ✅ Independent: We are not associated with any bank, brokerage, or insurance company. This allows us to offer true holistic financial advice without following a corporate agenda that restricts us or pressures us to provide advice only in certain areas. ✅ Proactive & Deep Relationships: You are not just an account number or investment portfolio balance. We believe true retirement planning starts with defining and understating your purpose, and we are genuinely interested in helping you define your purpose. We intend to serve a limited number of individuals/couples, allowing us to deliver a highly personal and proactive planning relationship. ✅ Virtual: We are located in the suburbs of Philadelphia, Pennsylvania, but we can work virtually with anyone in the U.S.

Dominic is the co-founder of Wedmont Private Capital. After graduation from the United States Naval Academy, Dominic joined the Marine Corps and was designated a Ground Intelligence Officer. As a lieutenant, Dominic commanded a Scout Sniper platoon and deployed his unit twice, including a combat deployment to Al Anbar Province, Iraq, in 2007. After his promotion to captain, Dominic led an officer recruiting station and was responsible for developing Marine officer candidates in eastern Pennsylvania. Dominic received his MBA (with a concentration in finance) from the Wharton School at the University of Pennsylvania. He worked at Credit Suisse as an ultra-high-net-worth (UHNW) financial advisor and also spent time at Vanguard, where he served as the Chief of Staff of the Financial Advisor Services division. Outside of work, Dominic enjoys trail running, functional fitness, and playing golf, often quite badly. He is passionate about helping veterans transition successfully to civilian life and understands how daunting it can be for vets to find the right career outside the military. Dominic lives with his wife and three sons outside Philadelphia.