Yardley Wealth Management
OCTOBER 26, 2020
I had the opportunity to share my thoughts on Social Security with Tracey Longo at Financial Advisor Magazine for her article Advisors Concerned As Covid Speeds Projected Social Security Shortfall. We are a fiduciary, fee-only financial planning, and wealth management firm in Yardley, Pennsylvania (that’s in Bucks County).
Yardley Wealth Management
JULY 10, 2020
Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County). Is Financial Planning a Pandemic Necessity?
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Sara Grillo
AUGUST 14, 2023
Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. If you are a fiduciary financial advisor, be prepared to defend the fiduciary standard and explain why you uphold it, what it means, and how your practice is operationally different as a result.
Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason. Scott Salaske , CEO of Firstmetric. They told him to read the FAQs (lol)!
Sara Grillo
SEPTEMBER 26, 2022
In addition to his formal Education Robert Wright holds his FINRA Series 7 and 66 licenses, is a CERTIFIED FINANCIAL PLANNER Professional and holds Georgia Resident Life and Health Insurance. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.
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