Connect with Top-Rated Financial Planners in Wayne!

Sims Financial Services, LLC is an independent financial planning and investment management firm that offers personalized, professional service to help individuals, organizations, and businesses establish and maintain their long-term financial goals. With a team of experienced professionals, we provide tailored solutions in retirement planning, accumulation, estate planning, risk management, taxation, and business planning.

Iron Bay Capital is the manager to the Iron Bay Fund LP, which invests in the securities of U.S. domiciled publicly traded financial services companies, with a particular focus on community banks and thrifts. The Fund has the ability to sell short securities as a means to hedge in addition to utilizing moderate leverage in an effort to enhance returns.

Haverford Trust Company was founded in 1979 on Philadelphia's landmark Rittenhouse Square. Since our founding, one thing has remained unchanged. our commitment to quality. Haverford has prospered, and our reputation for excellence has grown. We believe that the right investment plan starts with understanding your life goals and priorities. Our team of experts works closely with you to create a personalized strategy that reflects your unique needs and aspirations. From investment management to trusts and estates, and from nonprofit solutions to retirement plan services, we offer a comprehensive range of solutions designed to help you achieve your objectives.

TGS Financial Advisors is a wealth management firm that helps successful individuals and families build, maintain, and preserve lifetime wealth. The company provides financial planning and consulting services to help clients develop strategies to manage financial risks, shelter wealth from excessive taxation, and efficiently transfer wealth to loved ones. With a team of experienced advisors, TGS Financial Advisors offers a range of services including asset allocation, investment management, and estate planning.