Authentic. Accessible. Transparent.

Financial Advisors In Fishtown, PA

Matt and Caroline
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

Each of our clients goes through a five-step process, with each step strengthening your trust in us and our relationship with you.


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:

Two financial designations:

  • Chartered Retirement Plans Specialist™
    • Caroline Jones, Vice President & Financial Advisor
  • Chartered Retirement Planning Counselor™
    • Caroline Jones, Vice President & Financial Advisor

Two Master’s degrees:

  • Master of Science in Personal Financial Planning
    • Caroline Jones, Vice President & Financial Advisor
  • Master’s in Financial Economics
    • 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!

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.)

Want Financial Advice in Fishtown You Can Trust?

Let’s meet for coffee somewhere. Your choice. Our treat.