John McCaffery is passionate about helping people take control of their financial future. As a financial advisor with over 26 years of experience, John offers a comprehensive wealth management approach for high net worth individuals and families. He helps client focus on retirement planning and the transition from saving FOR retirement to using assets IN retirement. Incorporating assets, income, and investments with an individual’s lifestyle, family needs, and goals take finesse and experience. His clients include people with unique and complex needs like business owners, corporate executives, physicians, widows and divorcees.

For John, it starts with a strong relationship and a plan. He takes the time to really understand his client’s financial personality. Building a strong relationship from the beginning, combining thoughtful investments and financial knowledge allow him to build a plan that is customized to each client’s unique circumstances and goals. In addition to financial planning, John provides estate planning and insurance solutions.

As an advocate for financial literacy, he enjoys finding ways to make investing and finance attainable for everyone. An experienced public speaker, John provides advice to the community through seminars and workshops on topics like Retirement Planning, Maximizing Social Security and Investment Strategies.

Born in Brooklyn, NY, John’s family moved to Scotland when he was four. He returned to the United States as a young man and enlisted in the United States Army. After six years of service, he went on to earn his B.B.A in finance from Temple University. Now, a longtime Lansdale resident, he enjoys family time with his wife of 24 years and two teenage children. Charity work for “SIDS of Pennsylvania” and coaching his children’s soccer teams keep him busy in his spare time. John has also served as a board member and President of the Pennsylvania Rush Soccer Club.