About Your Wealth Management Financial Advisors
Achieve Financial Success and Personal Fulfillment With Expert Guidance.
Clarity. Confidence. Freedom.
Our guidance helps clients:
• Worry less about money
• Spend more time with loved ones
• Navigate their future with a trusted plan
Meet Our Founder
Jeff
Our founder brings a wealth of experience in developing comprehensive financial plans and tailored investment strategies. Throughout his career, he has worked closely with high-net-worth individuals and business owners to create holistic financial solutions that align with their unique needs and goals. Jeff's background also includes managing the investments for two prominent private family offices in the Greater Philadelphia area, providing him with a deep understanding of the complexities of multi-generational wealth management.
Jeff holds an undergraduate degree from Gettysburg College and a master's degree from the University of Delaware. He also as achieved the Chartered Financial Analyst (CFA) designation - one of the most prestigious designations in finance, and the Certified Exit Planning Advisor (CEPA) designation - designed to aid business owners in navigating exiting their business for the highest valuation.
Outside of work, Jeff prioritizes family time, travel (yes, Disney), and supporting Philadelphia Phillies and Eagles (Go Birds!).
Leadership And Community Impact Wealth Management Financial Advisors.
Jeff's commitment to his local community is evident through his involvement in various organizations. Currently serving on the Board of Directors of Goodwill of Delaware & Delaware County and St. Mark’s High School, Jeff plays a crucial role in supporting initiatives that benefit the community.
Additionally, he is a member of the CFA Society of Philadelphia, CEPA Society of Greater Philadelphia, the Wilmington Tax Group, and Estate Planning Council of Delaware, where his expertise contributes to shaping discussions around tax and estate planning strategies.
Stay Connected with Expert Financial Insights
Join our newsletter to receive valuable tips from your wealth management financial advisors. Get timely updates, and expert guidance straight to your inbox. Whether you're planning for retirement, building your wealth, or simply want to updated — we’re here to support your financial journey with clarity and confidence.
A Strategic Approach To Wealth Management & Financial Planning
We believe that sophisticated financial planning opportunities should not be limited to exclusive groups such as Family Offices. Instead, our mission is to extend these financial services to a broader audience, offering tailored strategies and personalized solutions to meet the diverse needs and goals of every client.
Your Goals, Our Priority
We’re different from the firms you see on TV. Our work is about helping you feel confident, supported, and clear about where you’re headed. We are committed to providing unbiased, comprehensive financial services. Our team at TriState Wealth Advisors is dedicated to empowering individuals, families, and business owners to achieve their financial aspirations and secure a prosperous future.
