Later this month, we look forward to welcoming you to our new office in Montgomeryville, PA! After 22 fantastic years in Spring House, PA, and tremendous expansion in the clients we serve and the services we offer, we have outgrown our space and are moving several miles up the road.

Our new building has been almost two years in the making and was specifically designed with our clients in mind. The building features state-of-the-art technology, expanded client meeting rooms, a larger and more comfortable client waiting room, additional seating capacity for the growth of our support team, and easier accessibility within the building.

We expect to move during the third weekend in January and our new office will officially be open for business on Tuesday, January 22, 2019. Please note that our Spring House office will no longer be open for business after that date.

If you are in the area, we hope you will stop by to say hello and see our new location in the coming months. Also, please stay tuned as we will be hosting an open house at our new building later this year.

Our new street address is: 
103 Montgomery Avenue 
Montgomeryville, PA 18936


Our new mailing address is: 
P.O. Box 1010 
Montgomeryville, PA 18936


Our telephone number
will remain the same:

215-643-9100

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500