What year did your office open?

  • 1940

How are your employees active in the community?

  • We’re an annual participant in the American Heart Association Heart Walk and 5k runs, Johnny M. Foundation annual gala and the Multiple Sclerosis Society walk. In addition, individual team members are key players in THON, a committee at Lower Moreland High School that benefits pediatric cancer; Boy Scouts of America; St. Vincent DePaul Parish finance committee; New Kensington Community Development Corporation and Palmer Doggie Depot.

Describe some of the unique or specialized work done by the office team.

  • The Huntingdon Valley office provides various business, individual tax, estate, gift planning and consulting services. Our specialties include professional services for high net worth individuals and families. In addition, we provide management advisory services such as accounting systems, personal financial planning, information systems and technology, financial controls, fraud investigations, budgets and projections.

How many employees and partners are located here?

  • Three partners lead 22 team members.