Greg Sarian named #14 on Barron's 2021 Top 1200 Advisors List By State
Greg Sarian named #7 on Forbes Best-State Wealth Advisors 2021
Ray Baraldi Featured on Forbes’ 2019 List of Best-in-State Next-Gen Wealth Advisors
What Can You Expect From Us
Our team’s goal is to exceed your expectations by providing holistic advice on the entirety of your financial life. You can be confident that we are solely focused on your objectives and what's more important to you. Our commitment to you is and will always be to serve your needs while providing a meaningful experience.
Our Investment Philosophy
Our investment philosophy focuses on the creation and preservation of client wealth by managing money in a personal way. Most significantly, we adopt a disciplined investment approach, based on modern portfolio theory and sophisticated portfolio construction techniques. The cornerstone of our process is the construction of a formal investment policy statement, which serves as the road map to guide future portfolio decisions.
Barron's Top 1200
2009-2021
Forbes Best-In-State
2017-2021
565 Swedesford Road
Suite 210
Wayne, PA 19087
Office: (610) 850-9050
Fax: (610) 471-0566
Toll free: (888) 598-9063
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