We strive to keep those we serve up to date on the most recent and cutting edge strategies and solutions available in the marketplace. One tool we utilize to accomplish this is our monthly electronic newsletter and newsletters of some of our valued partners.
Our Wealth Strategists have built a reputation for excellence in the Greater Philadelphia area. As a result, they are often called upon to speak with the media regarding current financial related legislation, pending changes in regulations and their approach to assisting clients meet their financial objectives.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Michigan, New Mexico, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina and Texas
Investment Advisory services offered in New Jersey, North Carolina, Pennsylvania and Texas.
Insurance: Arizona, Delaware, Florida, Illinois, Massachusetts, Maryland, Michigan, North Carolina, New Jersey, New Mexico, New York, Pennsylvania, South Carolina,Texas
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
Not all Registered Representatives with our firm are able to offer advisory services.
See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describe LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here.
WealthPilot Financial is a marketing name for Registered Representatives of Lincoln Financial Advisors, Corp.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.