Whitford Financial Planning

Meridian Wealth Partners, located in Exton, PA, is a trusted financial services firm with 5 years of experience in providing comprehensive investment and financial planning solutions. As expert financial planners and advisors, we offer a wide range of services tailored to meet your unique financial goals. Our specialties include investments in bonds, common stocks, and government securities, as well as various IRA options such as Traditional, Roth, SEP, and SIMPLE IRAs. We also manage brokerage accounts and provide guidance on treasury bills and notes. Our experienced team excels in retirement planning, including 401(k) and 403(b) plans, as well as college savings, estate planning, and profit-sharing strategies.

Keystone Financial Group is a financial services firm that has been serving clients in Exton, PA. They offer a wide range of services, including financial planning, investment management, retirement planning, estate planning, and more. Keystone Financial Group is committed to providing their clients with the highest level of service and advice. They have a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. If you are looking for a financial services firm that you can trust, Keystone Financial Group is the perfect choice. They will work with you to develop a personalized financial plan that meets your individual needs and goals.

Ken and I have been working together for more than 25 years. Our relationship began in 1998 at Towers Perrin (Now Willis-Towers-Watson) where served institutional clients providing investment and pension financial management services. Ken quickly rose to a leadership position among the analysts as someone I could rely on. When I moved to Lincoln Financial Advisors/Sagemark Consulting, Ken joined me shortly thereafter and we have been working together ever since. At Lincoln, we built one of the industry's first wealth management platforms that integrated both planning and investing.