Broker Check
Experienced 

Experienced 

Our planners, as Advisory Representatives of Lincoln Financial Securities, have been serving and helping our clients in the disciplines of financial planning since 1988. We assist clients with investment management, education and retirement planning, tax strategies, and insurance and estate planning. 

Valued

Valued

With a diverse clientele in the Brandywine Valley and around the country, our planners are among the most knowledgeable and respected professionals in the industry. We would love to have the opportunity to work with you.

Our Relationships with our Clients Come First

At Financial House, our goal is to help individuals, families and businesses build a financial foundation that will grow and serve them well through all the stages of life, helping them achieve their goals as well as navigate the unexpected.

We believe that the personal attention, access and service we offer our clients truly sets us apart. Your planners are assisted by a friendly and knowledgeable staff always ready to respond and help.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.Learn More

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.Learn More

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.Learn More

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.Learn More

  • Tax

    With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.Learn More

  • Money

    One of the keys to a sound financial strategy is spending less than you take in. Let us help you find a way to put your excess money to work.Learn More

  • Lifestyle

    Balancing work and leisure now, and making smart choices for the future, can help you “enjoy the journey.” Learn More

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>Jane Bond: Decoding Diversification</p>

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn More
<p>When Special Care Is Needed: The Special Needs Trust</p>

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
Learn More
<p>What Is My Current Cash Flow?</p>

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
Learn More

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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