Tom McInerney
Insight Advisors, founded by Tom McInerney in 2013, is a financial consulting firm located in Newtown, PA, specializing in comprehensive wealth management services for high net worth clients and institutions. The team comprises skilled professionals with extensive experience in various areas, including retirement planning, estate planning, and strategic portfolio management, all committed to a client-first philosophy.
Alongside McInerney, notable team members include William Wolf, who focuses on retirement and wealth management, and Julia Peloso-Barnes of Prism Planning and Solutions Group, emphasizing tailored financial planning solutions. With a diverse roster of advisors like Keith Becker, Barry Blount, and Tom Brolle, Insight Advisors serves a wide array of clients, ensuring their unique financial needs are met with transparency and care.
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