Jonathan has been in the financial industry for 30+ years and has spent the last 20 years with Delaware Valley Advisors. His specialties include analyzing client holdings and making recommendations on portfolio changes, as well as overseeing and reviewing qualified plans for our business clients.

Jonathan is married to Cheryl, with one son, Nathan. The family resides in Bryn Mawr, PA.

Jonathan is a Registered Representative of Securian Financial Services, Inc.

Ed has 20+ years of experience in the financial services industry, all with Delaware Valley Advisors.

A graduate of the University of Dayton, with a degree in Management and Finance, Ed was a business owner prior to entering the financial services field. His areas of expertise include retirement, life insurance, financial strategies for businesses, and estate planning with special emphasis on investments and long term care insurance.

Ed is married to Kathleen, has three children, Patrick, Marissa and Timothy. The family resides in Flourtown, PA.

Ed is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Neil Goldstein has vast business experience both as an owner and directly working with business clients. One of his disciplines is tax* and retirement strategies for small, closely held corporations. Neil has 30+ years experience in the financial services arena and has an extensive client list where he has brought creative solutions and innovative strategies to businesses and individuals. His areas of expertise include, but are not limited to, estate planning, retirement solutions, and accumulation strategies for individuals.

Neil is a Registered Representative of Securian Financial Services, Inc.

*This should not be considered as specific tax advice. Consult a professional tax advisor regarding your individual situation.

John Richards is a Senior Advisor of Delaware Valley Advisors. His expertise includes reviewing pertinent financial aspects of a diviersified client base, ranging from businesses to individuals, as well as the training and development of new associates.

John has built a successful financial services practice utilizing his education, training and resources to make suitable recommendations to help improve the clients' overall financial well-being.

John has been associated with Delaware Valley Advisors since 1996. His other accomplishments/credentials include: CFP (Certified Financial Planner Professional), ChFC (Chartered Financial Consultant), REBC (Registered Employee Benefits Consultant), RHU (Registered Health Underwriter), Licensed Practitioner, Series 7 and 65 FINRA Registered.

John is married to Megan and resides in Abington Township, PA.

John is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Coming soon...