The Financial Coach Group

The Financial Coach Group (CRD# 170478) is a financial advisory firm headquartered in West Chester, PA. They manage $148,001,869 in 460 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $321,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, PA, TX

Financial Advisors at The Financial Coach Group
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey N. Mastronardo
CRD#: 4062720
940 E. Boot Rd., Suite 101, West Chester, PA 19380
96
Wealthminder
score

Jeffrey Mastronardo (CRD# 4062720) is an Investment Advisor Representative working at The Financial Coach Group in West Chester, PA and has over 18 years of experience in the finance industry. Jeffrey Mastronardo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Owen F. Mulhern
CRD#: 4292082
940 E. Boot Rd., Suite 101, West Chester, PA 19380
96
Wealthminder
score

Owen Mulhern (CRD# 4292082) is an Investment Advisor Representative working at The Financial Coach Group in West Chester, PA and has over 17 years of experience in the finance industry. Owen Mulhern has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael B. Traynor
CRD#: 2194135
940 E. Boot Rd., Suite 101, West Chester, PA 19380
93
Wealthminder
score

Michael Traynor (CRD# 2194135) is an Investment Advisor Representative working at The Financial Coach Group in West Chester, PA and has over 3 years of experience in the finance industry.

4
Meghan T. Tait
CRD#: 6159712
940 E. Boot Rd., Suite 101, West Chester, PA 19380
92
Wealthminder
score

Meghan Tait (CRD# 6159712) is an Investment Advisor Representative working at The Financial Coach Group in West Chester, PA and has over 3 years of experience in the finance industry. Meghan Tait has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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