Doylestown, Pennsylvania
Financial planning for Doylestown families.
We meet with Doylestown-area families at our Quakertown office, roughly twenty minutes north on Route 309, by appointment.
What we see locally
The questions we hear in Doylestown.
Doylestown draws two groups that look different on paper and share the same underlying problem. The first is professionals in their peak earning years — attorneys, physicians affiliated with the hospital, people running their own practices. The second is retirees who moved out from Philadelphia or closer-in suburbs and now have a different cost structure than the one they planned around.
What both groups are really asking is a sequencing question. For people still working, it is which account to fund first: the pre-tax plan, the Roth, the taxable account, the education savings, the mortgage. For people already retired, it is the same question in reverse — which account to draw from, in which order, and what that does to their tax picture over a decade rather than in a single year. The right order differs by household, and getting it wrong is rarely catastrophic in any one year but can compound quietly.
Relocation raises its own set of questions. Property taxes, the treatment of retirement income under Pennsylvania rules, and the cost of maintaining a larger house than the household needs all factor into decisions people often frame as purely emotional. They usually have a financial answer worth knowing before the emotional one is made.
Why Doylestown families make the drive
We do not keep an office in Doylestown. Our Quakertown office is roughly twenty minutes north on Route 309 and operates by appointment, which means meetings there are scheduled with enough time to actually work through something rather than squeezed between walk-ins. Our main office in Glenside is about forty minutes south.
Most of the ongoing relationship happens by phone and video. In-person time is reserved for the meetings that benefit from it — an initial conversation, a retirement date decision, a review that involves a spouse who has not been part of earlier discussions.
Nearest office
Quakertown — about 20 minutes away
246 W. Broad St, Ste. 103
Quakertown, PA 18951
Not sure where to start?
Take the retirement quiz.
Seven questions, five minutes, and a stage profile that makes the first conversation more productive.
How we help
Wherever you are in the journey.
Let’s talk about Doylestown.
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.