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Our Brochure

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Your Advisors in Planning

We are proud to offer a wide range of personalized planning strategies and the Wells Fargo Advisors’ Envision® Planning Process for building and monitoring your investment plan. At the same time, you will be supported by our highly experienced team of planning professionals who strive to develop an enduring personal relationship with you, built on trust and grounded on a thorough understanding of your financial situation.

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We are pleased to announce David J. Kron, Managing Director – Investments, has been named one of Barron’s Top 1,200 Financial Advisors in 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023. 

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The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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A 2018, 2019, 2020, and 2021 recipient, David has once again been recognized by Forbes as one of Best-in-State Wealth Advisors in 2022. David was ranked No. 14 in Pennsylvania.

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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There’s no better time than the present

Our team wants to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning and wealth preservation strategies. We want to help empower you to be a confident investor – contact us today at 215-564-2614 or kp-financial-group@wfa.com to get started.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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