Areas We Serve:
Merion Station, Pennsylvania
Merion Station, Pennsylvania is located along the Main Line in Montgomery County between Overbrook and Narberth. Known for its beautiful homes and its renowned Merion Golf Club, Merion Station has been long loved by families and executives in and around Philadelphia. As with any community along the Main Line, its residents enjoy the charm and beauty of the county, with convenient access to Philadelphia. Keeping its ties to local history, Merion Station holds dear multiple locations listed on the National Register of Historic Places, including the General Wayne Inn and the Merion Friends Meeting House.
The team at Diversified Lifelong Advisors assists executives, professionals and current and future retirees located in Merion Station 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 Merion Station 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 Merion Station 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.