5 Great Valley Parkway
At EKC Wealth Strategies, we have a unique approach to wealth management that sets us apart from traditional financial advisors. Our superpower is identifying money that our clients may be losing unknowingly or unnecessarily and redistributing it back into their retirement. This is achieved through a combination of low-risk, low-volatility investment strategies and a commitment to honesty and integrity.
Our goal is to create a clear picture of our clients' present financial position and to identify what needs to be done to achieve their goals. Our experienced advisors work closely with each client to understand their unique financial situation and to develop a personalized financial plan tailored to their needs.
At the heart of what we do is developing long-term relationships with our clients. As independent advisors, we have no asset minimum, and we leverage our resources and professional relationships to help a wide array of clients with their financial planning. Whether you're just starting out or well into retirement, our mission is to help you achieve your financial goals.
Contact us today for a complimentary, no-obligation meeting with one of our professionals and discover how you can find hidden wealth in your life.
I am a financial service professional with a mission to help people achieve their financial goals and protect their wealth. I founded EKC Wealth Strategies with the goal of increasing my clients' net worth through innovative...
Client Relations Specialist
Kelsey is our Client Relations Specialist, where she assists clients with administrative issues, heads all of the firm's community service projects, and provides the best client experience possible. Outside of the office, she enjoys...
Senior Principal/Business Consultant
Philip Mortell is one of our Senior Partners who specializes in Business Consultation. After graduating from West Chester University he started in Financial Services and has since been involved in the Sales Industry. His primary focus...