Groundwork Wealth Management, LLC

Groundwork Wealth Management, LLC (CRD# 170331) is a financial advisory firm headquartered in Exton, PA. They manage $24,184,297 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.


Financial Advisors at Groundwork Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
James P. Taylor
CRD#: 4757208
740 Springdale Drive, Suite 104, Exton, PA 19341

James Taylor (CRD# 4757208) is an Investment Advisor Representative working at Groundwork Wealth Management, LLC in Exton, PA and has over 12 years of experience in the finance industry.

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