“My mission is to provide comprehensive wealth management services and personal financial planning solutions designed to achieve your objectives and exceed your expectations.
Over the past 17 years as an Advisor I have focused on educating my clients in regard to retirement income planning and wealth transfer strategies. I pride myself on working with clients, developing customized financial plans to try to ensure they are making the best decision(s) for their financial future. Primarily working with pre-retirees and retirees, I concentrate my efforts towards assisting clients with producing a sustainable stream of income, through time, which keeps up with their cost of living in an effort to preserve their dignity and independence in retirement.”
As an Independent Advisor/Partner of Delphi Wealth Management Group, John establishes meaningful relationships with his clients by continually putting their best interests first. John works closely with his clients to ensure their financial plan is tailored to their specific risk tolerance, time horizon, and goals. A graduate of Widener University with a bachelor’s degree in business administration, John designs strategies that assist with wealth accumulation during clients’ working years. He also assists with wealth distribution (legacy planning) with client heirs, in an effort to help his clients pass assets to their loved ones in the most tax-efficient and legal manner.
John resides in Downingtown, Pennsylvania with Stephanie & his two children. John is an active Board Member of the Lionville Community YMCA and the Marple Newtown Ice Hockey Club.
Awards and Recognition
- Named one of the Top 100 Investment Consultants in 2013, 2014, 2015 and 2016 by Bank Investment Consultant magazine**
- Philadelphia magazine’s Five Star Award Winner, 2012 – 2017***
Securities Licensed in the following states: Alaska, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Washington, and West Virginia.
**Based on composite score of AUM, production and fee business. For more information see http://bit.ly/2hqSBZO
***The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc