Skip to main content

Our financial advice team


Massimo Magliari, Private Wealth Advisor serving the Plymouth Meeting, PA area - Ameriprise Advisors

Massimo Magliari

CFP®, CIMA®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Kelman and Magliari Advisory Group
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CIMA® Certified Investment Management Analyst®
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Arts, Political Science, University of Pittsburgh Graduated 1997

Awards & recognition

  • Ameriprise Circle of Success, 2002 - 2023
  • Five Star Wealth Manager, 2012-2018, 2021-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Blue Bell Chapter of Rotary International

Mitzvah Circle Foundation Board Member

TBI Endowment Committee

Orange Theory Splat Point accumulator

Interests

  • Watching the sun go down with Jen at the Washington Avenue pier.
  • Shooting hoops with Max, in the driveway.
  • Taking my two dogs for long walks with family and friends.
  • Playing Ping Pong with Samuel.
  • Football Sundays with the family.
  • Baking creative and tasty treats with Addyson.
  • Family outings to the Sixers game.
  • Playing TomACat with Sydnie.

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Kelman and Magliari Advisory Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.