Team Work
Weekly
Where modern retirement planning meets timeless Pennsylvania heritage
We’re proud to serve Bucks County families from our office in the heart of historic Newtown, Pennsylvania. Located at 532 Durham Rd, Suite 101, our building dates back to 1740—a reminder that good planning creates legacies that last generations.
When you visit us, you’ll find a warm, welcoming environment where complex financial topics become clear and manageable. We’ve created a comfortable space where you can relax, ask questions, and have honest conversations about your retirement future without pressure or pretense.
There’s something meaningful about planning your future in a building with nearly 300 years of history. Our 1740 office building has stood through generations of American history, witnessing the growth of Newtown from a colonial settlement to the vibrant community it is today.
Just as this building has endured through the centuries, we’re committed to helping you build retirement plans that stand the test of time. The structure’s longevity reminds us daily that proper planning, solid foundations, and attention to detail create lasting results.
While we honor the history of our location, inside you’ll find modern technology and contemporary financial planning tools. We’ve combined the best of both worlds—the warmth and character of a historic setting with the sophisticated planning capabilities today’s retirees need.
Our conference room features comfortable seating and the technology we need to show you your retirement projections, Social Security optimization strategies, and comprehensive financial plans. But more importantly, it provides a private, professional space where we can have meaningful conversations about your future.
From the moment you arrive, you'll feel the difference of working with a family-based practice. We'll greet you by name, offer you a beverage, and make you feel comfortable. This isn't a stuffy financial institution with imposing marble lobbies—it's a welcoming office where real people help real families plan for retirement.
Our office environment reflects who we are: professional advisors who approach our work with genuine care and down-to-earth authenticity. You'll see family photos, credentials and certifications, and touches that make our space feel personal and inviting.
We understand you'll be sharing personal financial information and discussing your concerns, goals, and dreams. Our office provides the privacy you need to speak openly and the comfort you need to feel relaxed during what can be stressful conversations about money and retirement.
We've designed our space to be accessible and convenient for the families we serve. Ample parking is available, and our ground-floor suite is easily accessible. We're centrally located in Newtown, making us convenient to reach from throughout Bucks County.
Easy to Reach from Throughout the Area
Our Newtown location puts us at the center of Bucks County, easily accessible from:
We also regularly serve families from Washington Crossing, Richboro, Southampton, Levittown, and throughout lower and central Bucks County.
We schedule client meetings throughout the week and are flexible to accommodate your schedule. Morning, afternoon, and some evening appointments are available.
Newtown, Pennsylvania, founded in 1684, is one of Bucks County’s most historic and vibrant communities. With its charming downtown, excellent schools, and strong sense of community, Newtown represents the values we hold dear—tradition, family, and looking toward the future while honoring the past.
We’ve been serving families in this community since 2009, and we’re deeply connected to the area. Beth and Jeff have lived in nearby Washington Crossing for 25 years, raising their three sons in Bucks County. We’re not just advisors who work in Newtown—we’re neighbors, community members, and long-time residents.
Our office is conveniently located near several Newtown landmarks:
If you’re visiting from out of the area, Newtown offers excellent restaurants and cafes where you can grab lunch before or after your meeting with us.
If you're coming for your complimentary discovery session, plan to spend about 60-90 minutes with us. We'll want to understand your complete financial picture, learn about your goals and concerns, and determine whether we're the right fit to serve you.
What to Bring
Don’t worry if you don’t have everything. We’ll work with what you have and guide you on gathering any additional information we need.
For annual reviews or check-in meetings, we'll provide specific guidance on what to bring based on the purpose of your meeting. We keep comprehensive records of your plan, so you won't need to recreate everything each time we meet.
While we love meeting face-to-face in our Newtown office, we understand that's not always convenient or possible. We offer virtual meetings via secure video conferencing for clients who prefer remote consultations or who live outside the immediate Bucks County area.
Whether you're in New Jersey, Delaware, North Carolina, South Carolina, or anywhere else we serve, we can conduct comprehensive retirement planning without requiring you to travel to our office.
Team Work
Weekly
Take exit 49 for Newtown-Yardley Road. Follow Newtown-Yardley Road north to Durham Road. Turn left on Durham Road. Our office is on the left at 532 Durham Rd, Suite 101.
Take Durham Road exit. Follow Durham Road west into Newtown. Our office is at 532 Durham Rd, Suite 101.
Follow Route 413 to Newtown. Turn onto Durham Road. Our office is at 532 Durham Rd, Suite 101.
Take exit 351 for Route 1. Follow directions from Route 1 above.
Convenient parking is available directly at our building. You’ll find ample space for easy access to our ground-floor suite.
Our presence in Newtown goes beyond our office location. We’re active members of the business and civic community:
We sponsor local events, support community initiatives, and participate in activities that strengthen Bucks County. When you work with us, you’re supporting a practice that reinvests in the community we all call home.
While our office is in Newtown, we serve families throughout Bucks County and beyond. Whether you’re in Doylestown, Yardley, Langhorne, New Hope, Wrightstown, or anywhere in the Bucks County region, we’re here to help you build the retirement you deserve.
For clients outside the immediate area, we’re equipped to serve you virtually while maintaining the same personal touch and comprehensive planning you’d receive in our Newtown office.