Over the years, we have found success and satisfaction in helping clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Harry S. Forst, CFP®, AIF®
Financial Advisor
(215) 376-1072
Harry began his career in financial services in 1983 and earned his CERTIFIED FINANCIAL PLANNER™ certification in 1987. His parents instilled in him a simple mission statement: Help People , Have Fun, Enjoy Success! Harry...
Patrick J. Forst, CPA
Financial Advisor
(215) 376-1071
Patrick has been in the financial services industry since 1986. A lifelong resident of the Philadelphia area, he earned a bachelor’s degree in accounting from the University of Scranton. He currently lives in Doylestown, PA with...
Harry S. Forst, Jr. CRPC(R)
Financial Advisor
(215) 376-1072
hjrforst@lincolninvestment.com
Harry recently joined our practice after three years at Merrill Lynch. While at Merrill he provided financial advice and serviced clients as a virtual advisor. His technology skill set and virtual advisory expertise is a great added...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. All of our energy, commitment, and efforts are focused on you, the client and your satisfaction.
Our team has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you to build a lifelong relationship.