Greg W. Klipstein, J.D., LL.M., CFP®, Wealth Advisor at JFS Wealth Advisors

Greg is a seasoned advisor with more than 20 years’ financial planning experience, particularly working with high-net-worth and ultra-high-net-worth clients, as well as legal experience focused on estate planning, estate administration, and business succession planning.

As Wealth Advisor, Greg is responsible for the ongoing management of client relationships. He works in conjunction with other wealth advisors and technical specialists to develop advice for clients, assisting with financial planning, tax planning, development of personal financial plans, and investment strategies.

Greg earned a Bachelor’s Degree in Business Administration from Temple University School of Business and Management. He received a Juris Doctor and LL.M. in Taxation from Temple University School of Law.

Away from the office, Greg enjoys being outdoors. If he ever gets enough time again, he will get his clubs out of the garage and back to the links.

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Office Locations:
Berwyn, Camp Hill, Doylestown

Bachelor’s Degree in Business Administration, Temple University, Juris Doctor and LL.M. in Taxation, Temple University School of Law

Credentials or Certifications:


Advisors and Planners

Ron W. Yost, Partner, Wealth Advisor at JFS Wealth Advisors

Ron W. Yost

Ron W. Yost is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.


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