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(610) 660-4580
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Our Team

Journey With Us Towards Your Financial Independence

Warren B. Goodman, Jr.

Warren B. Goodman, Jr., CLU, ChFC

Founder

(610) 660-4104

David L. Kerchner

David L. Kerchner, RICP®

Managing Partner

(610) 660-4159

Daniel Goodman

Daniel Goodman

Partner, Director of Insurance Strategies

(610) 660-4589

Jonathan Alexander

Jonathan Alexander, CFP®, CLTC

Partner, Director of Financial Planning

(610) 660-4607

Jason T. Meiser

Jason T. Meiser, ChFC, CLU, RICP®

Partner, Director of Wealth Management

(610) 660-4486

(610) 660-4486

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30+ years in the business

30+ years in the business

Our firm is located in Philadelphia, PA and our clients are located throughout the United States.

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Our mission

Our mission

Provide innovative and practical financial programs for our valued clients.

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We want to get to know you

We want to get to know you

Dedicated to helping individuals and businesses build their financial futures.

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