Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Delaware Valley Wealth Advisors
Team photo for Delaware Valley Wealth Advisors

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Our advisors

Advisor photo for Mark A Verbanas

Mark A Verbanas

CFP®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Mark A Verbanas Visit Mark A Verbanas's website
Advisor photo for Amy Leanne B Keach

Amy Leanne B Keach

CFP®, CTFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Amy Leanne B Keach Visit Amy Leanne B Keach's website
Advisor photo for Steven Kranzley

Steven Kranzley

MBA

Financial Advisor

Financial Planning Specialist
Learn more about Steven Kranzley Visit Steven Kranzley's website
Advisor photo for Nicholas Reardon

Nicholas Reardon

CFP®

Associate Financial Advisor

Investment Specialist
Learn more about Nicholas Reardon Visit Nicholas Reardon's website


Our team

Kristen Zeiman Heider

Kristen Zeiman Heider

Client Service Coordinator

Emily Patterson

Emily Patterson

Client Relationship Specialist