BARRON'S
Greg Sarian named on Barron’s Top 1200 Advisors List by State
(2012-2023)
FORBES
Greg Sarian on Best-In-State Wealth Advisors (2018-2023)
Ray Baraldi on Best-In-State Next Gen Wealth Advisors (2018, 2021, 2022, 2023)
Kevin Wager on Best-In-State Next Gen Wealth Advisors (2021-2022)
CERTIFIED FINANCIAL PLANNER®
Ray Baraldi (2016)
Tom Macaluso (2023)
Jeremiah Riethmiller (2020)
Greg Sarian (1997)
Nick Stumpo (2020)
Kevin Wager (2017)
CHARTERED FINANCIAL ANALYST® (CFA®)
Jeremiah Riethmiller (2013)
Tom Macaluso (2018)
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.
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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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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