Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Arthur W. Bartholomew III, CFP®, CRPS®

First Vice President - Wealth Management
Senior Portfolio Manager
610-832-3048

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Registered States:
AZ, CA, CO, DE, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA

Jeffrey P. King

Financial Advisor
610-832-3049

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Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA

James Theodore Bartholomew

954-468-2239

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Registered States:
AZ, CA, CO, CT, DE, FL, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, TN, TX, VA, WA

Jamie Reynold Policare

Client Service Associate
610-832-2741

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