Neshaminy Creek Advisors
About
I provide investment management, financial coaching, money mindset, and personal finance advice. I work primarily with middle class and small business families and individuals, non-profits, and volunteer fire companies.
Our signature investment strategy is our BOSS Strategy. You can view an investment webinar, "INVEST LIKE A BOSS!",where the concept and philosophy is laid out here:
https://us02web.zoom.us/rec/share/uJF4cejP12FIXYHVx0L7SvMmQ9_hX6a81yBK-vtfyBo95NmuXkrosPmhBQdgJIQj
I enjoy getting people out of their day to day and bringing them solutions that will propel them forward and seeing that their goals and dreams can be met.
I love interacting with people.
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
I am very conversation driven with my clients. I invite them to have a conversation with me in person, on the phone, or through a Zoom streaming video call. We discuss their goals, passions, and outlook for the future. I have my clients fill out a risk profile survey. Then I match them with the appropriate investment models that I manage for clients.
Do you have a standard pricing system for your services? If so, please share the details here.
For investment management only:
Under $1,000,000: 1.00% Annualized, Billed Monthly
Over $1,000,000: 0.75% Annuialized, Billed Monthly
Ask for pricing for financial advisory programs
How did you get started in this business?
I went to college to study Economics and Finance. I interned at a brokerage firm, fell in love with it and started straight out of college.
What types of customers have you worked with?
Families, Individuals, Small Business Owners, Non-Profits, Fire Companies, Municipalities
What advice would you give a customer looking to hire a pro in your area of expertise?
Purchasing investments is easy. Make sure that the person handling your investment strategy has a risk management strategy that signals when to get out of particular investments.
Most investment advisors are a 60% stocks/40% bonds or a Morningstar style box manager of investments because it is "easy". But these types of portfolios have no real risk management to them other than diversification which tends to break down during market turmoil.
What questions should customers think through before talking to pros about their needs?
What is your purpose? And what is the purpose of your money?