Our Philadelphia area wealth management office is located in Doylestown PA. Doylestown, is almost midway between Philadelphia and New York City and is in the heart of historic Bucks County which serves as a bedroom community to our client base of Fortune 500 executives, the owners of substantial private companies, and financial service, medical and education professionals from both Philadelphia and New York. Thomas Saunders and the team of Bill Sands and Tom Bunting provide independent, conflict-free Doylestown-based financial planning and Doylestown-based investment services to our area clients. We proudly serve our thriving LBGQT community with a particular understanding of their requirements, goals and objectives.
As Doylestown Financial Advisors, we act as Fiduciaries, always putting the goals and objectives of our clients before our own. Furthermore, as Doylestown Financial Planners, we do not accept compensation from third Parties for any of our services. We believe that this method is the only way wealth management services should be delivered. Our core value of “we invest in you before you invest with us” is the key to our culture. We know that every client situation is unique, and every client deserves our complete and collective expertise. We look forward to listening to you and developing Doylestown-centric wealth planning and investment management strategies to meet your financial goals