Areas We Serve:
Bryn Mawr, Pennsylvania
Along the Main Line you’ll find Bryn Mawr, Pennsylvania. Alongside historic buildings and quaint storefronts, there are beautiful variety of charming homes, part of which make the Main Line famous. Over 3,700 residents call Bryn Mawr home. Over the years, it’s been host to many famous and notable citizens including Charles Thomsen (secretary of the Continental Congress) and Woodrow Wilson (28th President of the United States who also taught at Bryn Mawr College). Bryn Mawr is located between Haverford and Rosemont, 13 miles from Philadelphia. A unique mix of conveniences and culture, Bryn Mawr is a favorite of executives and retirees. We are happy to have served this community for over 40 years and look forward to continuing that service in the future.
The team at Diversified Lifelong Advisors assists executives, professionals and current and future retirees located in Bryn Mawr 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 Bryn Mawr 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 Bryn Mawr 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.