Connect with Top-Rated Financial Planners in Chadds Ford!

Smithbridge Asset Management provides personalized wealth management and financial planning services, including retirement and estate planning, insurance strategies, tax planning, and college saving. Our investment portfolios are constructed utilizing a fundamental security selection process with a focus on individualized, disciplined, tax-efficient, diversified, and low-turnover strategies. We aim to mitigate risk through diversified portfolios of high-quality securities and carefully considered asset allocation for each client.

Chartered Advisory Group is a registered investment advisory firm that provides personalized wealth management services to individuals and families. Our team of experienced financial advisors works together to develop customized strategies that address our clients' unique financial situations and future goals. Our 3-Step Process offers a clear path to personalized wealth management, and our Team Approach provides access to a dedicated group of advisors and administrative support staff. We take the time to get to know each client, understanding their priorities and financial goals, and develop a tailored plan to achieve those goals. With over 40 years of combined experience, our team is committed to serving our clients with integrity and excellence.