Meet the Team

Robert Podraza, AAMS®

President | Financial Advisor

(215) 583-5013

I'll begin by saying that my friends and clients call me “Bob”. I have been serving families and small businesses as a Financial Advisor for 12 years, and I have also personally built wealth for myself and my family over...

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Tabatha Nieves

Service Associate

Tabatha became interested in the finance industry after completing her college externship and earning her Associate’s Degree in Specialized Business. She was Executive Assistant to two senior advisors of a Mass Mutual affiliate...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.