Although our professionals are licensed to manage assets and sell various insurance products such as life, disability and long term care.Our approach is you as the individual should invest in a transparent system and foundation before the purchase of financial products which primarily serve as a medium to accomplish your goals.
Maintaining and improving your standard of living, maximizing wealth, helping you prepare for monetary independence, and making sure that your loved ones are taken care of are the goals and purpose of this organization.
David F. Berdow, CFP ® | Principal
David has worked in the financial services profession since 1995 with a practice focusing on the preparation and implementation of financial plans, wealth management, and insurance planning. The process entails helping clients get organized, while specifically identifying their goals, objectives, and seeing the "big picture." By using a combination of personal attention, industry related experience, and execution helping clients achieve personal and financial benchmarks. David holds the Certified Financial Planner professional designation in addition to being a recipient of the Five Star wealth manager award for six years running (2012, 2013, 2014, 2015, 2016, and 2017).* He is a member of The Financial Planning Association and a former member of its national ethics committee. In addition he has volunteered for several charities including roles as a board member for the Women's Center of Montgomery County and a domestic violence counselor serving their hotline. David currently serves on the board of the Narberth Community Library. A graduate of Radnor High School in Pennsylvania and Lynchburg College in Virginia; he is a graduate of multiple Outward Bound Schools and a water sports enthusiast. He currently resides in Narberth, PA with his wife, a professional graphic designer, and two young children.
* To receive the Five Star Wealth Management award for 2012, 2013, 2014, 2015, 2016, 2017. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology,go to fivestarprofessional.com. 3022 Philadelphia wealth managers were considered for the award; ( percent of candidates) were named 2017 Five Star Wealth Managers.