Tim Lapowsky

Tim Lapowsky is a Financial Advisor based in the Greater Philadelphia area. Tim offers a Goals Based Wealth Management approach to his clients. His process begins with getting to know his clients on a personal level. He believes this is crucial to figuring out what their goals are and what is most important in their lives. With this knowledge, he creates individual financial plans to help his clients best achieve these goals. Tim holds his Chartered Retirement Planning Counselor designation, along with his Certified Exit Planning Advisor certificate. Tim brings with him 7 years of experience as a Financial Advisor at Merrill Lynch.