Broker Check

Experienced 

Our planners, as Advisory Representatives of Lincoln Financial Securities, bring advanced credentials, broad skill sets and more than 100 years combined experience in all disciplines of financial planning. We help clients with investment management, education and retirement planning, tax strategies, and insurance and estate planning.

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

    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

  • Money

    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

  • Life Style

    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

Helpful Content

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

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
Learn More

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn More

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.
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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