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Greater Philadelphia Area, PA United States

Seasoned Wealth & Investment Advisor | Global Financial Keynote Speaker | President of Independence Advisors, LLC

Finance / Banking / Insurance

I have helped investors to be good stewards of their wealth since 1984. I co-founded Independence Advisors in 1993 to address what I saw as an unfair playing field that favored Wall Street firms over investors. Our website (www.evidence-based-investing.com) is designed to help level the playing field. My experience over the last 30 years has taught me the following lesson. Whether the investors are individuals, corporations or non-profits, a focus on cost management, broad diversification, and disciplined portfolio rebalancing makes investors successful. While simple in concept, the previously mentioned tactics require a customized plan to be effective. At Independence Advisors, we excel...