Financial Plan

Our financial professionals have the skillset and willingness to take a truly broad based and coordinated approach to helping clients manage their financial affairs.


Our definition of Wealth Management is comprised of components that blend together into a truly integrated financial strategy.


Financial Planning

Strategic Planning is all about making intelligent, well informed decisions on matters that are important to you. The ultimate objective is to construct at a well-conceived, integrated financial strategy that helps you and your family accomplish your goals and objectives in an effective, predictable manner. Consequently, our Strategic Planning process is tailored to plan for and advise each client on the multiple matters.


“Intelligent investing for your money is our objective”

Through the years, we have come to realize that there is an endless spectrum of investment approaches available to investors. Some of these approaches can add value; many do not. Consequently, our investment process is rooted in scientific evidence, not hope and/or opinion.

Our disciplined approach recognizes both the importance of compounding long-term growth through equity-based investments as well as the importance of managing risk in a manner that helps ensure that, in times of market turbulence, reason, discipline, and objectivity triumph over emotions such as fear, greed, and regret.

We believe that, for investing to be reliably successful, an accurate assessment of the factors that determine expected return is indispensable. Without it, any hope for consistent investment success is just that: hope.



Our priority is you… Our purpose is to understand your goals, to help meet your objectives, to respond to your concerns, and to build a lasting relationship you can trust.

A relationship with IFS is more than a business relationship.

It is a relationship created in the pursuit of helping you accomplish what is most important to you and your family. We know our clients, their goals, their concerns, their hopes and their dreams. While we are related to few, we feel like family to most.


Investing the time & effort

Investing the time and effort in building a plan is a waste if the plan is not implemented.

Our financial professionals stay with their clients and their plans through implementations and the inevitable changes that happen over time.

Get In Touch

1 Belmont Avenue, Suite 1000
Bala Cynwyd, PA 19004-1735
+1 610 660 4123

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*Equitable Advisors and its financial professionals do not provide tax or legal advise or services.