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(215) 293-9304

Our business is built on a foundation of thoughtful client relationships.

Our business is built on a foundation of thoughtful client relationships.

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It is our mission 

to make a material difference in our clients lives by helping them accumulate, protect and distribute wealth to achieve their personal and financial goals. We will bring a comprehensive approach to planning and implementation that will allow us to understand each client’s unique set of financial goals. Upon completion of the planning process, we will assist our clients with education, research, perspective, experience and access to products allowing us to mutually make the most appropriate financial decisions for your family today and for generations to come.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Locations

Offices located in Center Valley and Horsham, PA

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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“Helping clients navigate the transition from the accumulation stage of their life,
to the distribution stage of their life, allows us to witness our clients achieve their
retirement goals and objectives. This is one of the most satisfying aspects of our profession.”

~Mark J. Gerdelmann
Founding Principal - The Gerdelmann Group
Senior Vice President - Hoffman Financial Group


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