Broker Check
Neil Gordon, ChFC®, CAP®, CRPS®,  AIF®

Neil Gordon, ChFC®, CAP®, CRPS®,  AIF®

Managing Partner

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Neil, drawing upon his extensive experience in the financial and insurance sectors, as well as his insights as a business owner and operator, serves as a collaborate guide and educator for his clients. His mission is to assist them in pursuing their unique business and family financial objectives. Neil consistently surpasses client expectations by crafting tailored wealth management strategies that empower them to navigate their financial journey effectively.

With a comprehensive set of qualifications, Neil is well-equipped to address his clients’ diverse needs. His earned registrations include Series 6, 7, and 63 with LPL Financial, and Series 65 with Wealthcare Advisory Partners, LLC. Additionally, he holds licenses for Life, Health, Long-Term Care, and Disability insurance.

Neil also has the following professional designations:
ChFC® : Chartered Financial Consultant
CAP® : Chartered Advisor in Philanthropy
CRPS®: Chartered Retirement Plan Specialist (Company Retirement Plans)
• AIF® : Accredited Investment Fiduciary

The ChFC® and CAP® designations provide Neils's fundamental approach to working with families in building their financial plan as well as Philanthropic endeavors. While his CRPS® and AIF® designations provide the basis in working with corporations of all sizes in building tax-efficient Corporate Retirement plans

Beyond his professional pursuits, Neil is an accomplished golfer and loves playing competitively. Neil also shares his passion for golf with the younger generation, teaching at the ‘First Tee of Philadelphia,’ where 7 to 16-year-olds learn not only the game but also core interpersonal values. Furthermore, Neil actively contributes to the community as a board member for the Israeli Guide Dog School for the Blind Foundation.

He resides in Bucks County, Pennsylvania, alongside his wife, Fann, and their daughter, Aviva.


CRPS conferred by College for Financial Planning.