Areas We Serve:
Wynnewood, Pennsylvania is a charming community located along the Main Line west of Philadelphia. The historic neighborhood is part of Lower Merion Township in Montgomery County and Haverford Township in Delaware County. As of the 2010 census 13,572 residents called Wynnewood home. With its beautiful stone homes and storied history dating back to 1691, residents enjoy the unique offerings that make communities along the Main Line so special. Wynnewood provides convenient access to Philadelphia and a multitude of universities in the area including Villanova. We are happy to have served families, executives and retirees in Wynnewood for over 40 years.
The team at Diversified Lifelong Advisors assists executives, professionals and current and future retirees located in Wynnewood 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 Wynnewood 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 Wynnewood 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.