Blue Bell, Pennsylvania
Financial planning for Blue Bell families.
We work with families across Blue Bell and the surrounding Whitpain Township area from our Glenside office, roughly fifteen minutes away.
What we see locally
The questions we hear in Blue Bell.
Blue Bell sits in Whitpain Township, with the office parks along the 202 corridor on one side and established residential streets on the other. That mix shapes the planning conversations we have most often: a lot of the people we meet have spent a long career at one employer, and much of what they have built sits inside that employer’s plan.
Those plans are rarely simple. Deferred compensation, restricted stock, and supplemental retirement arrangements each carry their own timing and tax consequences, and the enrollment paperwork is not designed to make the trade-offs obvious. What makes sense usually depends on the rest of your picture — other accounts, a spouse’s plan, when you intend to stop working — rather than on the plan documents alone.
The second conversation we have regularly in Blue Bell is about a liquidity event. A business sale, an equity payout, or an inheritance changes the arithmetic quickly, and the questions that follow are rarely about investments at first. They are about what the money is for, which obligations it should retire, and what it means for the timeline you had in mind. We think those questions are worth answering before the allocation one.
Why Blue Bell families make the drive
We do not have an office in Blue Bell. Our advisors work from Glenside, about fifteen minutes away via Butler Pike or Route 73, and from a second office in Quakertown. In practice most of the relationship happens by phone, video, and email, with in-person meetings when a decision warrants sitting down together — a retirement date, a plan election with a deadline, a conversation that should include your spouse or your adult children.
The families who travel to us generally do so because they want the same two people handling their situation over a long period, rather than whoever is assigned that quarter. If that is not what you are looking for, an advisor closer to home may suit you better, and we would rather say so early.
Nearest office
Glenside — about 15 minutes away
633 North Easton Road
Glenside, PA 19038
Not sure where to start?
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How we help
Wherever you are in the journey.
Let’s talk about Blue Bell.
A complimentary first conversation with Kevin or Mitch. No pitch, no obligation.
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.