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780 Parkway Drive, Broomall, PA 19008

484-472-7704
adam.marone@lpl.com
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Investment Advice

Smart financial advice for the discerning investor.

Financial Strategies

Effective solutions for every stage of life.

Estate Planning

Preserve a legacy that will last.

Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

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Plan

Individualized strategies ensure that your goals are always a priority.

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Manage

Our comprehensive financial management means we're ready to address your every need.

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You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?
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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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Meet Our Team

Michael Brady

Michael S. Brady, MBA

Managing Partner/Financial Consultant

Adam Marone

Adam Marone

Branch Operations Manager/Financial Consultant

David Rodgers

David W. Rodgers, CFP

Financial Planner

Albert Danish

Albert Danish

Financial Consultant

Nicholas Giusti

Nicholas Giusti

Office Manager

Casey Quigley

Casey Quigley

Branch Operations Assistant

Gemma Huss

Gemma Huss

Executive Assistant

Karen Barnard

Karen Barnard

Registered Administrative Assistant

Larry Rosenberg

Larry Rosenberg

Financial Consultant

Patrick Cunningham

Patrick Cunningham

Financial Consultant

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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