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.

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.

I often hear two common questions from my clients: "Am I saving enough for retirement?" and "How can I reduce my tax burden?". These are crucial questions that need comprehensive and objective financial planning. I’m passionate about helping my clients find financial clarity and achieve their financial goals with personalized planning and investment strategies, with a special focus on tax planning. My mission is to help individuals, families, retirees, and business owners make wise financial decisions and effectively grow, manage, and protect their assets throughout life's various and often complex transitions. As a fee-only financial planner and fiduciary, I always put my client's interests first. I never receive any commission or incentive and I have an obligation to provide unbiased and trustworthy financial advice. I’m happy to offer flexible fee arrangements for clients who wish to manage their own investments. I am a CERTIFIED FINANCIAL PLANNER™ professional as well as a Pennsylvania-licensed Certified Public Accountant. I live in Delaware County, Pennsylvania with my wonderful wife, Whitley, and our beautiful daughter.

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.

My name is Rob Stromberg. I’m a CFP® and the founder of Mountain River Financial. I provide fiduciary and fee-only advice, investment management, and financial planning to six-figure earners in their 30s and 40s. I focus on helping clients make wise and purposeful decisions with their money so they can live a rewarding life today while building wealth for a successful tomorrow. With insight gained from my time working at an institutional wealth management firm in Connecticut where I consulted with other independent advisory firms to help them build better portfolios for their clients and more efficient overall advisory practices, I got my CFP® certification and founded Mountain River Financial so that I could begin working directly with my core client market of high-income earners under 50. I’m an active member of NAPFA and the XY planning network and am a frequent contributor to publications including The Wall Street Journal, US News & World Report, The Washington Post, Investment News, CNN Business, Nerdwallet and Yahoo! Finance, among others. Above all else, I’m committed to being the best husband and dad I can be. When I’m not manning the helm at Mountain River, you’ll find me enjoying quality time with my wife Kara, son Noah, daughter Addison, and our dog Autumn. We love spending time at the shore, generally enjoying the outdoors, and hanging together with our large extended family around the mid Atlantic.

Sustainable Financial Planning is a fee-only financial planning firm that provides affordable and straightforward financial planning and investment management for everyone. Frank founded SFP in 2020 to help people overcome their individual financial challenges, and he has worked with a wide range of clients that seek to build wealth, provide for their families, and retire with dignity. After twenty-five years working for large Wall Street banks and insurers, Frank left the corporate world and founded Sustainable Financial Planning. Using institutional financial planning and risk management skills honed throughout his career, Frank is now dedicated to helping people succeed in their financial lives and meet their life goals. He has always enjoyed helping people and working with numbers, and now he feels fortunate to do both simultaneously. Frank’s previous experience includes five years as Investment Senior Vice President at Prudential where he led the company’s enterprise stress testing program and liquidity risk management. Prior to Prudential, Frank spent twenty years at BNY Mellon in various roles including Managing Director and global leader of Asset Liability Management, Liquidity, Interest Rate Risk, Capital Planning, as well as risk management roles for Market Risk, Credit Risk, and Operational Risk. Frank earned an undergraduate degree in both Economics & Business and History from Lafayette College and an MBA from NYU’s Stern School of Business in Finance and International Business. Frank has earned the Certified Financial Planner (“CFP®“), Chartered Financial Analyst® designation (“CFA”), Chartered Financial Consultant® (“ChFC®”) designation and completed the Bank of New York Credit Training Program. He is a former member of the Board of Trustees for the Ranney School. He is an avid runner – having completed nine marathons in the last ten years. Frank and his wife Assunta live in Philadelphia and Lake Hopatcong, NJ.

You have worked your tail off to establish yourself and are looking for some help with the growing complexity of your financial situation. You’ve probably had a few jobs by now, a few different retirement plans, and maybe you’re staring at a growing checking or savings account that you know you should do “something” with, but just aren’t sure where to start. Or, you’re still looking at student loan balances and wondering when they will ever be gone. Traditional financial advice has exclusively catered to older people with large nest eggs to manage (read: bill), leaving younger people with water cooler advice and whatever Google suggests. Or, worse yet, they’ve had to get a financial plan from an insurance agent that just wants to sell them life insurance. Eek. All of this is crazy to think about. Younger people make a tremendous amount of financial decisions that ultimately lay the foundation for the rest of their financial lives, and yet they won’t see the impact of most of their decisions for decades. Marriage, family, moving, buying cars, new jobs, retirement plan selections, and on and on. All of these decisions have financial impacts I worked for large national firms that encouraged us to work with clients that had the most money. Over time, I found I wasn’t enjoying it as much as I enjoyed working with younger clients. I wanted to hear about new jobs, new houses, babies, etc. I found that I just really preferred to help younger clients make great financial decisions in alignment with what’s important to them and that’s why I started Meaningful Wealth Management LLC. My clients don’t think of their money as a balance, but rather what it can do for them. Maybe it’s a certain trip every year, or a certain trip every year when they stop working. Or, maybe it’s retiring earlier than their parents did. Perhaps it’s an addition to their home so Mom doesn’t ever have to be far away. Whatever it is, let’s build a financial plan to help you accomplish the goals that are meaningful to you. It’s no accident most of my bio was spent talking about you! That’s what’s important, after all. But, since you’re here to check me out…I’m a CFP® practitioner, a Chartered Retirement Planning Counselor™, and a fee-only, fiduciary financial planner that specializes in Gen X and Gen Y. I also specialize in the employees of Merck and helping them make the most of their benefits. I leverage technology to meet clients wherever they are (at home in PJ’s is fine!) and use it to make their financial planning experience enjoyable. I’m a “dog person,” and I genuinely love financial planning. I look forward to meeting you!