Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Ari Spectorman, Private Wealth Advisor serving the Doylestown, PA area - Ameriprise Advisors

Ari Spectorman

CFP®, ChFC®, CIMA®

Private Wealth Advisor

Franchise Owner
Learn more about Ari Spectorman
Matthew B Frank, Private Wealth Advisor serving the Doylestown, PA area - Ameriprise Advisors

Matthew B Frank

APMA

Private Wealth Advisor

Franchise Owner
Learn more about Matthew B Frank
Jeffrey Jacoby, Private Wealth Advisor serving the Doylestown, PA area - Ameriprise Advisors

Jeffrey Jacoby

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jeffrey Jacoby
Adam Older, Financial Advisor serving the Doylestown, PA area - Ameriprise Advisors

Adam Older

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Adam Older

Our team

Donna Scarpiello

Donna Scarpiello

Client Service Coordinator

Kathy Richmond

Kathy Richmond

Administrative Assistant

Brian Jamison III

Brian Jamison III

Financial Planning Analyst

Qualifications

  • B.A. in Finance and Business Administration, 2020, Muhlenberg College, Muhlenberg, PA
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