Our Relationships with our Clients Come First

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

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.

Our planners, as Advisory Representatives of Lincoln Financial Securities, bring advanced credentials, broad skill sets and more than 100 years combined experience in the disciplines of financial planning. We help clients with investment management, education and retirement planning, tax strategies, and insurance and estate planning. With a diverse clientele in the Brandywine Valley and around the country, our planners are among the most respected and trusted professionals in the industry.

At Financial House, our relationships with our clients come first. We believe that the personal attention, access and service we offer our clients truly sets us apart. Our planners are assisted by a friendly and knowledgeable staff always ready to respond and help.

We would love to have the opportunity to work with you. We invite you to browse the site and learn more about us.