We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Wealth Advisory Services is an independent investment company with highly experienced wealth managers who care about your financial well-being. We are committed to helping individuals and families in the Greater Philadelphia area work toward growing and helping to preserve their financial assets in order to live life according to their terms.
The founding Partners of Wealth Advisory Services, Paul Krumenacker and David Jenkins, each gained over 20 years of wealth advisory experience working for a large, Wall Street investment firm. During their employment, they felt conflicted because their commitment to providing a high level of personal service didn’t necessarily fit the Wall Street model. This served as a catalyst for Dave and Paul to start an independent investment management firm in 2003 – Wealth Advisory Services. The Firm’s foundation and every account they manage is built on experience, honesty, and commitment to a high level of client service.
Contact us to schedule a complimentary review of your financial goals and current investment portfolio.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.