Connect with Top-Rated Financial Planners in Horsham!

Penn Mutual Asset Management is a fixed income specialist providing stability in an uncertain world through its enhanced cash, short duration bond, strategic income, short duration high yield, core plus bond, and high yield bond strategies. With a 35-year track record as an independent business, the company offers tailored investment approaches incorporating a unified investment philosophy and process across the fixed income risk spectrum.

At Falcon Planning, our goal is to serve every aspect of your financial life by providing guidance and insights to help you achieve your goals. Whether you're beginning your investment journey, reimagining your retirement, or anything in between, we'll work together to develop a personalized financial strategy tailored to your needs. Our team of industry experts has decades of combined experience helping clients from every background, including retirees, small business owners, working professionals, and women. We're committed to delivering exceptional service and building long-term relationships with our clients.