RAYMOND JAMES FINANCIAL SERVICES · GLENSIDE, PA
Your Life.
Your Legacy.
Our Expertise.
We help individuals and families across Greater Philadelphia build financial confidence — at every stage of the journey.
Meet Kevin & Mitch →
40+
Years Combined
500+
Families Served
30+
Years in Glenside
"We take the time to understand your life before we talk about your money."
— Kevin Kane & Mitch Harris
OUR PROMISE
Fiduciary Standard (for advisory fee based relationships). Independent. Client-first.
Where are you today?
Financial Planning that Fits Your Life Stage.
BUILDING
Starting Strong
You're building your career and your future simultaneously. We help you make the most of every dollar now so compound growth can do the heavy lifting later.
Explore Growth Strategies →
APPROACHING
The Final Stretch
Retirement is close enough to plan for in detail. This is the decade where sequencing matters most — when to claim Social Security, how to bridge to Medicare, which accounts to draw from first, and what a realistic income looks like.
Assess Your Readiness →
LIVING
The Life You Earned
The goal shifts from growing the money to making it last. We build income you can count on, plan for healthcare and long-term care, and make sure what's left goes where you intend it to.
Optimize Your Income →
EDUCATING
Saving for College
We believe tuition is rising faster than almost anything else you plan for. We help families fund an education without quietly borrowing from their own retirement to do it.
Plan for Tuition →
WHO WE SERVE
Real people.
Real goals.
Real plans.
We don't serve "investors." We serve people — with careers, families, dreams, and the very specific financial questions that come with each stage of life.
Take the Retirement Quiz →
Two years out, and second-guessing everything
NEARING RETIREMENT
The last stretch before retirement is when decisions stop being reversible — claiming, converting, drawing down. We help you put them in the right order so the plan holds up when you stop working.
A windfall you weren’t planning for
MID-CAREER GROWTH
An inheritance, a sale, a bonus larger than expected. A sudden change in the numbers raises questions about what it should fund, what it shouldn’t, and how it fits the life you are actually building.
Three generations, one set of decisions
MULTI-GENERATIONAL
Wealth transfer, retirement income, and education funding all interact, and families rarely discuss them together. We help coordinate the pieces so nobody is left guessing.
The life you planned for
Active in retirement
Trusted relationships
Generations protected
“The best time to have a plan was yesterday.
The second best time is now.”
YOUR ADVISORS
You deserve advisors
who are in it with you.
"I measure success by how confident my clients feel — not just about their portfolios, but about their futures."
Kevin Kane
BRANCH MANAGER
"Good financial planning isn't about predicting the market. It's about building a plan strong enough to survive it."
Mitch Harris
BRANCH MANAGER
Meet the full team →
Every great plan starts
with one conversation.
No pitch. No pressure. Just an honest conversation about where you are and where you want to go. Complimentary for all first-time visitors.