Creative Capital Wealth Management
1220 Valley Forge Road Suite 3
Phoenixville, PA 19460
www.ccwmg.comVoted the top financial adviser by Main Line Philly in 2012, Frederick Hubler, Jr. focuses on the individual. He services fewer than 100 clients, each with an average of $500,000 of assets under management. The NFL Players Association’s extremely competitive financial planners program accepted Hubler in 2008 from a pool of 55,000 applicants. With that feather in his cap, he specializes in retirement income management and alternative investments for business owners and professional athletes.
First Financial Group
2 Bala Plaza 9th Floor
Bala Cynwyd, PA 19004
www.thefirstfinancialgroup.comJoseph Murray is dedicated to spending time with his clients in order to really understand the concerns and goals of the people who put their trust in him. And with fewer than 50 clients, he has that ability. Estate and retirement planning are his specialties, as well as investment analysis and business succession strategies. Even when assets seem small, Murray suggests everyone have an estate plan in place.Related: Elder Law And Estate Planning
Cohen & Sutcliffe Group, Morgan Stanley Smith Barney
1 Tower Bridge
100 Front St. Suite 600
West Conshohocken, PA 19428
www.morganstanley.comRachel Cohen is vice president at Morgan Stanley Smith Barney. As a young female in a highly competitive business, it’s only fitting she specializes in servicing high-net-worth female professionals, executives and business entrepreneurs. She’s a board member of the Forum of Executive Women in Philadelphia who aims to educate her female counterparts. She advises 90 clients with an average of $1.01 million in assets under management.
Sterling Investment advisers
1055 Westlakes Drive Suite 150
Berwyn, PA 19312
www.sterling-advisers.comAs head of his firm and chairman of the Mid-Atlantic Angel Group Fund of Philadelphia, Flatley is committed to servicing the needs of entrepreneurs and newly formed businesses. He is devoted to his clientele of 35 individuals and business owners who average $1 million of assets under management. Stock selection, asset allocation, independent wealth advising and estate management are his forte.