Frequently Asked Questions
Can we meet via phone or digitally instead of in person?
- Yes, we have remote meeting options so you can meet us from anywhere. You can set an appointment by calling us at 215-830-1450. At the time of your appointment, you can use the remote meeting page to log-in to your meeting.
Are you accepting new clients?
- Yes, simply call or email us! We will set up a phone meeting with Rob first so we can see how we can add value and determine what service is the best fit for you.
How often will we have meetings?
- This will depend on your preferences and needs. Typically, 1-3 times a year. We can meet more or less often at your request.
How does your company work?
- We are different from other firms, we like to work together as a team. Our client book is not divided among advisors, our clients are clients of the firm. This is important because when a client has a complicated problem that needs to be solved we can work as a team to develop the best solution. Not only will you have an advisor, but also a full team to be there for you and your needs.
Do you have a minimum investment?
- No there is not a minimum investment.
I’m locked out of the document vault or my online account view. How do I reset my password?
- You have a number of options when you are locked out. In many cases, simply waiting 15 minutes to try logging in again can help. You may also re-set your password by clicking "forgot password". We are here for you, call us at 215-830-1450 for assistance.
How can I be set up with the online account view and/or the online document vault?
- Call us at 215-830-1450 for assistance.
