Meet Our Wealth Management Team in Berwyn
Located within the historical Main Line region, our team in the Berwyn office just west of Philadelphia combines the storied charm of Berwyn with cutting-edge financial strategies tailored for the modern world. Our highly credentialed advisory team in Berwyn includes multiple CERTIFIED FINANCIAL PLANNER™ professionals serving the Philly metro areas’ successful individuals, families, and retirees in addressing their unique needs. Our Advisors and Planners also include subject-matter experts in college and educational planning, estate planning & trust solutions, and portfolio management. Additionally, our professionals include company retirement plan experts who specialize in designing, implementing, and administering qualified and nonqualified retirement plans for business and institutional clients.
In 2023, Berwyn was ranked the 12th best place to raise a family in America by Niche.com. We completely agree. We work with many families in the Main Line suburbs to create lasting financial plans, implement retirement strategies, and even help the next generation, whether children or grandchildren, learn how to find and fund the right college.
Our teams work with individuals, families, and businesses & institutions in person at our locations across the Philadelphia metro area, and virtually with clients in more than 40 states. Our size and scale allow us to offer specialized services beyond financial planning and investment management expertise, including Family Wealth Services for sophisticated governance, family office, trustee, and tax compliance solutions. Additionally, our dedicated Retirement Plan team specializes in serving business and institutional clients and their employees, offering a valuable partner to many public companies and multinational businesses headquartered in Berwyn, PA (there’s a surprising number!).
We invite you to experience the JFS difference. Let us guide your financial plan or investment management with expertise, care, and dedication to your unique vision. We’re here to answer any questions you might have about our services or our process. And if you’re ready, schedule a no-cost, no-obligation discovery meeting with JFS today by clicking the button below.