At our firm, we have the client—and only the client—in mind.
Berwyn Team
Anthony S. Martinelli, CLU® CBEC®
Co-Founder | Wealth Advisor
William F. Medico, III, ChFC®
Co-Founder | Wealth Advisor
Andrew R. Avellan, CFP®, CLU®, ChFC®, CBEC®
Senior Partner | Wealth Advisor
Richard C. Clark, CFP®, ChFC®, RICP®
Senior Partner | Wealth Advisor
Michael D Lovecchio, CFP®, CPFA®
Senior Partner | Wealth Advisor
Wilkes Barre Team
April L. Vinciarelli
Chief Compliance Officer | Wealth Advisor
Rodman C. Azar
Managing Director | Portfolio Manager | Wealth Advisor
Jeffrey P. Clemente, CFP®
Chief Portfolio Strategist | Wealth Advisor
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."