Tim Lapowsky is a Financial Advisor based in the Greater Philadelphia area. Tim offers a Goals Based Wealth Management approach to his clients. His process begins with getting to know his clients on a personal level. He believes this is crucial to figuring out what their goals are and what is most important in their lives. With this knowledge, he creates individual financial plans to help his clients best achieve these goals. Tim holds his Chartered Retirement Planning Counselor designation, along with his Certified Exit Planning Advisor certificate. Tim brings with him 7 years of experience as a Financial Advisor at Merrill Lynch.

Tim is a native of the Philadelphia area and attended La Salle College High School before receiving his Bachelor’s Degree at The University of Scranton. Upon graduation from college, Tim attained his Master’s in Education from West Chester University of Pennsylvania in Secondary School Counseling. Tim’s training in counseling and psychology are instrumental to his practice, and play a key role in his career as a Financial Advisor.

Tim lives in Lafayette Hill with his wife Rosie and son Beau. He is an avid fan of all things Philadelphia sports, and enjoys playing golf and spending time in the Poconos in his free time.