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112 South Main Street
North Wales, PA 19454

        (215) 699-6511



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:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management*

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

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 HD Vest.


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...

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Eleanor L. Ochotny

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...

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Jeanne M. Helmar, CFP(R)

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...

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