Delaware Valley Wealth Advisors

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Steven Kranzley

Steven Kranzley

MBA

Financial Advisor

Financial Planning Specialist
Visit Steven Kranzley's website
Mark Verbanas

Mark Verbanas

CFP®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mark Verbanas's website
Nicholas Reardon

Nicholas Reardon

CFP®

Associate Financial Advisor

Investment Specialist
Visit Nicholas Reardon's website

Team

Jeanette Adams

Jeanette Adams

Administrative Assistant