Meet Our Partners At our firm, we have the client—and only the client—in mind. Partners John E. Simone, AIF®, CRPC®, CRPS®, LUTCF, CPFA Managing Partner & CEO (215) 540-5566 (855) 824-8884 firstname.lastname@example.org For more than 25 years, John has been helping business owners, key executives and high-net-worth individuals transform their life aspirations into financial realities. By establishing a culture of integrity and trust, creating realistic expectations, and providing investment planning and insurance strategies, he helps them pursue financial independence.He specializes in working with his corporate clients in both their qualified and non-qualified retirement plans. Having qualified for the LPL Financial Retirement Plan Consulting Program (RPCP), he is one of an experienced group of advisors providing ERISA 3(21) fiduciary services on an independent basis for both defined contribution and defined benefit plans in the for-profit and nonprofit markets.In addition to retirement plan services, he assists his corporate clients with their group medical and insurance plans, creating independent plan designs to provide them with alternative ways to save money without reducing plan benefits. He works with his individual clients in the following areas: fee based financial planning, investment management, insurance planning (life, disability and longterm care), retirement income planning, estate planning and college planning. John holds the Series 7 and 63 registrations with LPL Financial and the 65 registration, through Wealthcare Advisory Partners LLC, as well as life, health and accident licenses, and is a member of the National Association of Insurance and Financial Advisors.He supports many charitable organizations and has been on the Board for UNICEF’s Drive for Zero for the last 6 years.He attended the University of Tennessee and Temple University, and was the number one amateur doubles tennis player in the United States in 1991 and an ATP Tour tennis professional. When not hard at work helping his clients, John enjoys spending quality time with his family, participating in competitive golf GAP events and is a two time Club Champion at Philmont Country Club. He lives in Ambler, Pennsylvania, with his two children, John Jr. and Gabriella. MEET THE TEAM • SERVICES PROVIDED Martin W. Minder, CFP®, ChFC®, CLU® Managing Partner, Chief Financial Officer, Financial Advisor (215) 540-5566 (855) 824-9998 email@example.com Marty's primary objective is to help individuals, business owners, professionals and executives feel confident about their financial future. He provides investment, retirement and insurance strategies to help them implement and maintain their long-term financial goals.Marty has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation. To acquire the CFP designation, Marty completed extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. He has also earned the Chartered Financial Consultant and Chartered Life Underwriter designations as well. These designations prepare Marty for the advanced financial planning needs, including insurance expertise, for his individual and business owner clients. He has earned Series 7, 63 and 65 registrations* and holds life and health insurance licenses.Marty received a degree in Industrial and Management Systems Engineering from Pennsylvania State University and is a member of the Penn State Alumni Association. He worked as an engineer for six years before transitioning to financial planning in 1999. He has since been applying his analytical training and experience to his clients' financial needs. In his free time, Marty enjoys golf, football, and spending time with his wife, Lora, twins, Cole and Raelyn, and the family dog Maggie. *Series 7 & 63 held with LPL Financial and Series 65 held with Wealthcare Advisory Partners, LLC. Neil Gordon, AIF®, ChFC®, CRPS® Managing Partner (215) 540-5566 (855) 824-8885 firstname.lastname@example.org Neil's clients rely on his experience in the financial and insurance industries, as well as his insights as a business owner / operator, to help guide and educate them as they pursue their own business and family financial goals. He strives to exceed client's expectations by providing them with individually tailored wealth management strategies to help them navigate their path towards financial well-being.With his earned registrations, Series 6, 7 and 63 held with LPL Financial and Series 65 held with Wealthcare Advisory Partners, LLC as well as his Life, Health, Long Term Care and Disability insurance license, Neil is able to implement a custom financial plan that is specific to each of his client's needs. His Chartered Financial Consultant (ChFC®) designation provides the basis for his Financial Planning process.To reach as many families as possible, Neil specializes in implementing and managing company qualified and non-qualified retirement plans. Building family wealth typically starts in our working years and whether you are the owner or the employee, there is an obligation to build up assets and implement protection strategies to preserve our families future. . Neil holds the Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Specialist (CRPS®) designations to show business owners his dedication in their pursuit of impactful stewardship.Neil attended Germantown Academy and Villanova University in the Philadelphia area. His outside endeavors include competitive golf where he is the former Philadelphia Mid-Amateur champion in the city. He has also won club championships at Doylestown C.C. and Five Ponds Golf Club. Neil also teaches golf at the "First Tee of Philadelphia" where 7 to 16 year olds learn to play and build core interpersonal values. Neil is also a board member for the Israeli Guide Dog School for the Blind Foundation. He lives with his wife Fann and daughter Aviva in Bucks County, Pennsylvania.