Benjamin Melone, Senior Financial Advisor, Managing Director - Investments

Located on the Main Line in Haverford, PA, we offer customized advice and guidance to a select group of corporate executives, business owners and affluent families. We are dedicated to building long-term relationships rooted in trust, honesty and a culture that always puts your needs first.

While most of our clients share the common goals to preserve, grow and transition theiir wealth, we understand that true success has many definitions to the families we work with beyond just “return on investments”. Because of this we strive to understand what is most important to the families we serve and then create custom plans to help them achieve and maintain their ideal life.