We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Joseph J. Ochotny, Jr. through his affiliation with Avantax Wealth Management.
Owner & Financial Advisor
Joe has been serving the suburban Philadelphia area for over 30 years as a Certified Public Accountant (CPA.) He earned his Bachelor's of Science in Business Administration and Accounting from Bloomsburg University. Joe opened his own...
Financial Planning Assistant & Office Manager
Eleanor graduated from Cornell University with a Bachelor's of Science in Human Ecology. She is currently the Office Manager and Financial Planning Assistant to Joe, having acquired her investment licensing in 2003.Eleanor has lived...
Financial Planning Assistant
Jeanne graduated from Kutztown University and has been working in the financial services industry since 2005. She earned her securities and insurance licenses in 2006, is a Notary Public for our clients and has completed additional...