NATIONAL FINANCIAL PLANNERS
Your financial plan should cover your entire financial picture
Many people find gaps in their financial plan when it’s too late.
An integrated financial plan can cover wealth management, investment management, and estate planning in a tax-efficient way. Speak to a CERTIFIED FINANCIAL PLANNER® about your plan today.
Pittsburgh Business Times, Best Places to Work, 2025. A fee was paid to participate • Expertise.com, Best Financial Advisors in Pittsburgh, 2022-2026. No compensation was provided • Think Advisor, Luminaries Finalist, 2023-2024. No compensation was provided • Financial Advisor, America’s Top RIAs 2024, 2025. A fee was paid to use marketing materials • Better Business Bureau, BBB Rating: A+, 2009-2026. No compensation was provided • For important award disclosure information.
WHO WE HELP
Our clients are individuals and families, business owners, and professionals who are building and protecting wealth.
At JFS Wealth Advisors, we guide our clients to independence and peace of mind by assisting them with meeting life’s challenges by thriving financially. This means that JFS clients benefit from a spectrum of knowledge that can support your entire financial picture year after year. Whether you face a priority-shifting milestone or a slight bump in the road, we are your committed companion that has the experience and resources to help you navigate every stage of your financial life so that you can confidently focus on what matters most to you. Our Doylestown office allows us to work with clients across the Philadelphia Metro Area.
- Individuals
- Families
- Professionals and Executives
- Business Owners
- Company Retirement Plans
OUR SERVICES
Discover our wide range of financial planning and wealth management services.
- Financial Planning
- Wealth Management
- Retirement Planning
- Tax Planning
- Investment Management
- Estate Planning & Trusts
- Risk Management
- Charitable Giving
- Family Wealth Services
- Liquidity Planning & Concentrated Wealth
- Business Retirement Plans
- Business Growth & Transitions
- Tax
