Wealth Management & Financial Planning in Media, PA

Fiduciary guidance, designed around your life. We coordinate investment management, tax planning, and legal strategies to support long-term financial goals.

Our Story Our Approach

Our Unique Approach

Members’ Wealth was conceived with the goal of bringing the most sought-after and needed services to family wealth management.

Integrated Wealth Management Strategies for Greater Philadelphia Families

Managing your wealth shouldn’t require acting as the middleman between your financial advisor, CPA, and estate attorney. Through a coordinated approach, we help align investment planning with tax and legal considerations in collaboration with your existing advisors. We work with families across Media, PA and Greater Philadelphia to support cohesive financial strategies.
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Tax, Legal & Financial Coordination
Don’t let your financial plan operate in silos. We coordinate investment planning with tax and estate considerations to support informed financial decision-making.
How We Help
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Fiduciary Advisors Dedicated to You
Whether you’re a business owner or planning for retirement, our fee-only advisors provide objective guidance tailored to your specific financial situation.
Who We Serve

Your Service Model

At Members' Wealth, your dedicated team of investment professionals coordinate your investment, tax, legal, and estate demands through our unique client service team approach. Our goal is to preserve and grow your wealth to endure over time, while thoughtfully evolving your strategy to suit an ever-changing world.    

Dedicated Client Service Team

1

Advisory

CERTIFIED FINANCIAL PLANNER™ Professional, In Person Reviews, Custom Investment Policy Statement, Identify and Discover: Tax concerns, areas of risk, investment preferences, goals, develop overall financial plan.

Advisory
2

Investment Research

CFA­® Portfolio Manager, custom portfolios, tax efficiency, investment analysis and due diligence, opportunistic rebalancing, investment access at reduced minimums, no proprietary products.
Investment Research
3

Planning

Planning specialist with a J.D. and in-depth legal expertise; tax and estate document review and summary; pension, restricted stocks, deferred comp analysis, asset map, cash flow planning, business agreement review, and asset protection analysis.
Planning
4

Relationship/Service

Service Concierge; Implementation, shepherds the entire process, always on point of contact with live support.
Relationship/Service

Strategic Wealth Management Partners

No single firm can specialize in everything. That’s why we maintain professional relationships with third-party specialists who may support your broader financial strategy. These specialists are independent professionals who work alongside your Members’ Wealth service team when additional expertise or perspective is helpful. 

When appropriate, we coordinate conversations with estate planning attorneys, tax professionals, and other advisors to help align investment, tax, and legal considerations. This collaborative model allows you to access specialized support without maintaining multiple advisory relationships.

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