Financial Coach

Financial Coach (CRD# 170478) is a financial advisory firm headquartered in West Chester, PA. They manage $300,771,728 in 653 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
940 E. Boot Rd., Suite 101, West Chester, PA 19380
https://www.facebook.com/newwealthproject/
By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    653
    ACCOUNTS
  • Average Account Value
    $460,600
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
The map below shows states where this firm has explicit registration only.

DE, FL, MD, NJ, PA

Financial Advisors at Financial Coach
Showing 1 - 5 of 5 top financial advisors.
1
Kevin Janiec, financial advisor West Chester PA
Kevin Janiec
CRD#: 6223847
940 E. Boot Rd., Suite 101, West Chester, PA 19380

Kevin Janiec (CRD# 6223847) is an Investment Advisor Representative working at Financial Coach in West Chester, PA and has over 10 years of experience in the finance industry.

2
Jeffrey Mastronardo, financial advisor West Chester PA
Jeffrey N. Mastronardo
CRD#: 4062720
940 E. Boot Rd., Suite 101, West Chester, PA 19380

Jeffrey Mastronardo (CRD# 4062720) is an Investment Advisor Representative working at Financial Coach in West Chester, PA and has over 24 years of experience in the finance industry.

3
Owen Mulhern, financial advisor West Chester PA
Owen F. Mulhern
CRD#: 4292082
940 E. Boot Rd., Suite 101, West Chester, PA 19380

Owen Mulhern (CRD# 4292082) is an Investment Advisor Representative working at Financial Coach in West Chester, PA and has over 23 years of experience in the finance industry.

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

Meghan Tait (CRD# 6159712) is an Investment Advisor Representative working at Financial Coach in West Chester, PA and has over 8 years of experience in the finance industry.

5
Michael Traynor, financial advisor West Chester PA
Michael B. Traynor
CRD#: 2194135
940 E. Boot Rd., Suite 101, West Chester, PA 19380

Michael Traynor (CRD# 2194135) is an Investment Advisor Representative working at Financial Coach in West Chester, PA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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