General Info

Financial Planning Associates is a financial planning firm. We strive to improve the world around us by providing "Advice for LifeTM", our proprietary wealth management process, designed to help people better align the use of their wealth with what is most important to them in life, all in an effort to help them pursue their passions and to lead lives of significance. We are located in West Chester, PA and serve clients throughout the area. We offer a wide range of financial planning services, including: * Retirement planning * College savings planning * Estate planning * Investment management * Insurance planning We believe that financial planning is an essential part of a healthy financial life.