Mid-Atlantic Wealth Advisory Group

Culturally we operate as a boutique to foster a client-centric mindset. Our boutique structure provides the ideal client experience: personalized attention to address your aspirations, issues, and concerns while, at the same time, accessing a vast team of resources. Our business owner clients benefit from over 225 years of advanced business, individual, and wealth transfer planning experience of Guardian’s Business Resource Center (BRC). Personal planning needs – designing an integrated financial plan giving you control of your future – begin with a disciplined process and are achieved with a comprehensive array of financial solutions including those from Park Avenue Securities.

TurleyPenn Captive Partners is a financial services company that specializes in providing financial planning, investment advice, and captive insurance solutions. The company is headquartered in King of Prussia, Pennsylvania. TurleyPenn Captive Partners has a team of experienced professionals who are committed to helping clients achieve their financial goals. The company offers a wide range of services, including risk assessment and feasibility studies, formation and structuring, program design and market placement, and investment management. TurleyPenn Captive Partners is a trusted advisor to businesses of all sizes. The company has a proven track record of success and is committed to providing clients with the best possible service.

At Jacobi Wealth Advisors, Our Passion is Your Financial Wellness. Simply Put, We Believe Money Should Not Cause You Stress. With Over 200 Years of Collective Experience, We Help Business Owners, Individuals, and Families Think Through Their Financial Goals and Develop an Action Plan to Address the Inevitable Challenges and Opportunities That Will Arise as Their Lives Unfold.