Areas We Serve:

Bala Cynwyd, Pennsylvania

Bala Cynwyd, Pennsylvania is located along the Main Line in Montgomery County, just outside of Philadelphia. Established in the 1680’s by Welsh Quakers, the community maintains a rich historical and cultural heritage. While it may be home to a variety of some of Lower Merion’s oldest stone mansions, Bala Cynwyd welcomes the modern age by hosting many of Philadelphia’s major broadcasting outlets. The community has grown to a population of 9,719, with an average household income of $166,073. The 1,302 families in the area are served by the Lower Merion School District. Our firm is proud to have served Bala Cynwyd residents for over 40 years.

The team at Diversified Lifelong Advisors assists executives, professionals and current and future retirees located in Bala Cynwyd on their financial planning and investment decisions.

Our firm aims to guide residents into their financial goals to pursue a life of happiness and fulfillment. We pride ourselves on financial planning geared towards financial security and providing the residents of Bala Cynwyd with lifelong advice.

We believe at the heart of a well-constructed financial plan, and financial planning relationship, needs to be attention to a deeper meaning.

At Diversified Lifelong Advisors, our financial planners train with industry-leading psychologists to equip us to take our relationship to higher and more impactful partnership in order to provide the best services for our clients. Our team is qualified to provide Bala Cynwyd residents with the best financial planning, retirement planning, investment planning and many more services. As a local family business, we welcome the opportunity to be included in your circle of trusted advisors.

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