Our Team

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.

Nick is a graduate of Saint Joseph’s University in Philadelphia, PA. He has been in the industry since 2014 and has spent his career building strong relationships with his clients and educating them on the necessary steps to create successful and lasting financial strategies. While working, Nick has also been growing his skills as a professional by going through an MBA program with a specialization in finance and graduated from the program in 2017. He currently lives in the neighborhood of Roxborough in Philadelphia, PA.

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

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