True North Financial Planning LLC

Myers Capital Management seeks to provide clients a lens so they can view their finances differently and refocus their future. As a personal planning partner, we seek to simplify clients financial world as well as reduce their worry and anxiety. We do this by helping them sift through the myriad of investment and financial options so they can make wise informed choices that help them live out their life vision. Myers Capital Management is a registered investment adviser. Disclosure: Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Samson Wealth Management Group is a highly reputable financial services company based in Fort Washington, PA. With a team of experienced professionals, they provide comprehensive wealth management services to affluent families, offering personalized advice and guidance to help clients achieve their financial goals. Their holistic approach combines wealth planning, investment planning, retirement planning, asset protection planning, and executive planning, ensuring that each family's unique needs are met. Backed by the resources and expertise of a nationally recognized financial services company, Samson Wealth Management Group is dedicated to helping clients create, grow, and preserve their family's wealth. With a passion for assisting clients, Mark Samson, the President and Senior Financial Advisor of Samson Wealth Management Group, has been recognized as a Forbes Best-In-State Wealth Advisor in Pennsylvania for multiple years. Their commitment to providing timely, unbiased advice and personalized service sets them apart in today's complex financial landscape. Whether clients are seeking guidance on bonds and bond funds, estate planning, mortgage recasting, or college funding, Samson Wealth Management Group is dedicated to helping clients navigate the intricacies of their financial journey with confidence.Generated from the website

Buckingham Strategic Wealth's Philadelphia team understands that achieving financial success is a lifelong journey. We know that each client's financial plan is unique to their individual situation, and we develop solutions that direct clients toward achieving specifically designed goals. Our team has extensive experience providing advisory services in the Philadelphia area, previously as Convergent Financial Strategies, before joining Buckingham Strategic Wealth in 2023.