Investment Performance Service LLC

The McDevitt Wealth Management Group, located in Newtown, PA, is dedicated to providing tailored financial planning and wealth management services to individuals, families, and institutions. With over 25 years of experience, their team prioritizes forming long-term relationships through quality client service and personalized strategies. Led by Edward J. McDevitt III, CFA, the group emphasizes a comprehensive approach to managing all aspects of a client's financial life, while also being recognized for excellence with accolades such as Forbes Best-in-State Wealth Advisors. Alongside McDevitt, Tim Huston and Peter B. Ford bring extensive expertise in financial services, enhancing the group's commitment to overseeing and growing client wealth through informed decision-making and informed collaboration. Generated from the website

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about helping to make their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

JJM Financial Strategies is a financial services firm based in Newtown, PA, specializing in providing personalized financial planning and investment management services to individuals and businesses. With a focus on long-term financial goals, the company offers comprehensive financial solutions tailored to each client's unique needs and objectives. Utilizing a client-centered approach, JJM Financial Strategies aims to help clients navigate the complexities of financial planning and investment management with expertise and integrity. By offering strategic guidance and personalized recommendations, the firm strives to empower clients to make informed decisions to secure their financial future. Generated from their business information