Some people might think that only “the wealthy” need financial guidance. Or only “the rich” require a trusted financial advisor.
We are definitely not those people.
We believe everyone — you, your family, your friends — should rightfully have a plan for their money, no matter how much it is. Especially here in Fishtown: a region filled with up-and-coming families, young professionals, retired tradespeople and hardworking small business owners.
“Financial Advice… but Without the Suits”
Let’s be real: Talking about your finances and your future can be intimidating. You might expect a lecture or fear being told your goals aren’t feasible.
We get it. You have to be comfortable before you can open up.
So, we ditched stuffy shirts and ties in favor of business casual. We dropped the oak desks and confining cubicles for our open-office layout and welcoming atmosphere. Our entire approach is to make you feel welcome so you’ll share your hopes, wants and needs — in an absolutely zerojudgement zone.
What Working with Us Looks Like
We’ll grab a coffee
wherever you’d like (on us) so you can share your story.
You’ll tell us your goals.
And if you need it, we can help you prioritize.
We’ll create a plan
that puts hard numbers behind your goals so we all have something concrete to work towards.
We’ll present your personalized investment strategy and retirement plan
based on everything that is authentically you: your objectives, risk tolerance, time frame and more.
We’ll schedule
formal meetings and have periodic check-ins so your plan and strategy can be updated as your life changes.
We’ll grab a coffee
wherever you’d like (on us) so you can share your story.
You’ll tell us your goals.
And if you need it, we can help you prioritize.
We’ll create a plan
that puts hard numbers behind your goals so we all have something concrete to work towards.
We’ll present your personalized investment strategy and retirement plan
based on everything that is authentically you: your objectives, risk tolerance, time frame and more.
We’ll schedule
formal meetings and have periodic check-ins so your plan and strategy can be updated as your life changes.
Let Us Teach You
If knowledge is power, then financial knowledge is empowering. Helping our clients and community become more financially literate is truly one of the most rewarding things we do.
Our team has:
Financial Certifications & Designations:
- Caroline Jones, Vice President & Financial Advisor
- Matthew Adams, Vice President & Financial Advisor
- Caroline Jones, Vice President & Financial Advisor
- Caroline Jones, Vice President & Financial Advisor
Master of Science in Personal Financial Planning
- Caroline Jones, Vice President & Financial Advisor
- Matthew Adams, Vice President & Financial Advisor
So, if you see a headline that causes concern, want to explore something more deeply or just want an answer to something that’s stumping you… let us know!
Committed to Here
We’re big believers that you get back what you put in. And that’s exactly why we put a lot of our “free” time into this community that we love so much.
Caroline Jones, CFP, CRPC, CRPS
Vice President
Financial Advisor
Together or individually, our team:
Co-founded Fishtown Connect, an inclusive networking group where 50+ Fishtown business owners and community members meet to share ideas, failures and successes
- Caroline Jones, Vice President & Financial Advisor
- Matthew Adams, Vice President & Financial Advisor
Is a Board Member of the Fishtown Kensington Business Improvement District (BID)
- Caroline Jones, Vice President & Financial Advisor
Serves on the Board of Philadelphia’s French American Chamber of Commerce
- Matthew Adams, Vice President & Financial Advisor
Is President of St. Andrews Alumni Association of Philadelphia
- Matthew Adams, Vice President & Financial Advisor
And you might just see us dining out on Frankford Avenue, training for the Philadelphia Marathon or screaming for the Eagles on Sundays during the fall! (Yes, we love working and living here.)