Working with me is a two-part experience. First, we will gather insights into the stock market and investing landscape to help determine where you are and where you want to be. The second part is that we also have our home office, a firm with almost a century of experience, helping us along the way. The beauty of this is that by having such tremendous support, resources and industry knowledge behind me, I can focus my efforts solely on my clients and truly understand their needs and goals.

At our office, we are truly there for you. When you call our office, you won’t have to wait on the line for hours and explain to a stranger how you feel when the market changes. Instead, you’re able to reach me quickly and promptly to make changes if needed. Here, we know that the emotional support of having a financial advisor who understands you, your life situation and how you feel about risk is paramount.

I am blessed to have a phenomenal team behind me at our local office. My Branch Office Administrators, Tarrayon, Mary, and Emily, have over 30 years of experience with Edward Jones. Our clients are very appreciative of the friendly and knowledgeable service they receive.

Outside of the office, I enjoy spending time with my wife, Jenna, two kids, Joseph and Idella, and two cats, Maximus and Jasmine. We enjoy visiting Ocean City, NJ together in the summer. Additionally, I shoot sporting clays competitively. I shoot trap weekly at the West Chester Gun Club. I am an Ambassador with the Exton Chamber of Commerce. Lastly, I am a member of the local Masonic Lodge West Chester Lodge No. 322, F. & A. Masons.

We serve clients Nationwide, but locally throughout the greater Philadelphia area in Bucks, Montgomery, Berks, Chester, Philadelphia and Lancaster counties. We’d love to work with you if you’re a small-to-medium sized business owner, high-net worth family, serious long-term investor, young investor or young family.

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I focus on the financial lives of families and small business owners enabling them to organize their wealth and cash flow. This gives families better control, so they can strive to build more wealth, spend less money, manage taxes, and protect against life’s uncertain journey.

Entrepreneurs and small business owners spend a lifetime building their business. However, most don’t know where to begin when contemplating a succession strategy. I help them protect, grow, and ultimately exit their business - when they want, for the money they need, and to the people they know and trust. This can allow their business and legacy to live on.

Let’s connect! I’m ready for a conversation if you are.

Email: John.Strohman@natfin.net

Phone: 610-755-2933

/COMPLIANCE:2023-5277/

Helping individuals and businesses in Fort Washington, Horsham and surrounding areas plan for their financial future through the perfect combination of sound advice, realistic expectations, and vast resources, I am able to provide my clients with professional direction that roots in trust and integrity.

Assisting clients in the following areas:

For Individuals and Families

Life Insurance

Retirement Planning

Mortgage Protection

529 Plans

Rollover, Roth and Traditional IRA Funding Strategies

Disability Insurance

Mutual Funds and Investment Products

Long Term Care Insurance

For Businesses

Group Benefit Analysis

Group Health Insurance (Not Offered Through LPL Financial or Secure Planning Group, LLC)

Key Employee Insurance

Buy-Sell Agreements

Retirement Plan Analysis

Business Continuation Strategies

Business Succession Strategies

A member of the National Association of Insurance and Financial Advisors and the Past President of Business Network International Fort Washington Chapter.

Family’s finances continue to become more complex. Major financial events such as: college expenses, divorce, retirement income, taxes and financial concerns of aging parents all can have a dramatic impact on families.

I help families with these events. With my engineering background, combined with the CERTIFIED FINANCIAL PLANNER™ mark and Financial Life Planning training, I help clients understand how their financial pieces can best be utilized to overcome these events and build wealth. Areas of specialties include:

• Retirement planning, helping families understand where they stand, where they want to go, how to get there and how to sustain it for their lifetime.

• Consult families that have aging parents with the many financial, health and legacy concerns associated with aging.

• Helping families reduce college costs, coaching them on reducing taxes, financial aid, debt reduction strategies, as well as how to effectively save for college.

• With divorcing clients, coaching them on equitable distribution of their marital assets and many other financial decisions, as well as helping them discover their financial life, post-divorce.

I have served on the board of the Philadelphia Area Chapter of the Financial Planning Association, have been an active member of: Kingdom Advisers, Association of Divorce Financial Planners, Bucks County Collaborative Law Group, Bucks County Estate Planning Council and the National College Advocacy Group. In addition, I have served on the alumni board of Lehigh University’s Chi Phi fraternity, and on the board of C.B. Cares, a non-profit organization focused on the betterment of Central Bucks County’s youths.

Tax Planning & Resolution | Strategic Tax Advisor | Business Strategy Consultant | Small Business Advocate | Tax Accounting

I am a Financial Consultant with Karr Barth/Equitable Advisors. While I work with all types of individuals & families, I have a particular passion for focusing on the needs of the LGBTQ community, our unique relationship dynamics, and how that affects our financial plans. I see my friends and family in my clients and I enjoy learning about their lives, who they love, and what is important to them. Only then, can we work together on a plan for them reach their financial goals. Oh, and by the way, I like to be positive and make my process enjoyable, productive, and informative! I love working with individuals and business owners to help them retire with dignity, protect their families, and prepare for their financial future with confidence.

Our mission is to help you reach your financial goals with peace of mind and economic confidence.

2/13 strategic partners is a full service financial consulting firm in Wayne. We serve professionals and executives looking for holistic advice on all aspects of their financial lives. Our thoughtful 5 step planning process provides and advice and guidance on a myriad of issues to achieve and maintain financial independence.