Devon Financial Partners, Llc

Description

• Devon Financial Partners was founded on the principles of integrity, financial skill and commitment to uncompromising client service.We help our clients achieve optimal financial balance by addressing the underlying risk in their current financial plans. Devon Financial Partners has brought together specialists from leading regional firms to address the unique needs of our clientele.From protecting our clients today to designing exit and legacy plans when they step off into retirement, we are able to deliver cutting edge strategies. Giving clients the confidence to take control of their lives is what we do at Devon Financial Partners.See the videos below in our recent updates to familiarize yourself with what we do and some of the tools we use. __________________________________________________________________________________The Physicians Financial Resource Network (PFRN) was founded to address the unnecessary risk that is present in the vast majority of doctors financial plans. We educate our physician clients on how to take control of their financial lives. Most of the physicians that we meet with already have some relationship with a financial planner, advisor, insurance salesman, accountant, attorney, etc. Yet, when we take a holistic view of their planning, most are financially imbalanced and exposed to unnecessary risks from embedded taxes, law suits, lifestyle factors, inefficient use of assets, etc.All of these forces put a downward pressure on their ability to build wealth. We help our clients to address these issues and achieve optimal financial balance in their lives. The PFRN brings together leading experts in the fields of financial planning, taxation, law, practice management, succession planning, client retention, etc.Most people would not go to their primary care doctor for open heart surgery, so why should you trust your unique planning needs to a generalist.
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  Headquarters:744 West Lancaster Avenue Suite 235, Wayne, Pennsylvania, United States

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  Phone Number: +1 610-293-8300

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  Website: https://www.devon-financial.com

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  Employees:25

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  Revenue:$1 - 10M

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  Legal Name:Devon Financial Partners, Llc

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• |  NAICS Code: 523920  |

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