Top Financial Advisers 2012
Need help navigating today's economy? We found 13 Main Line experts perfectly suited for this bumpy ride through the recession.
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Creative Capital Wealth Management, 1220 Valley Forge Road, Suite 3, Phoenixville;
(610) 560-2003, ccwmg.com
Average AUM per client: $500,000+
Average number of clients per adviser: Fewer than 100
Specialties of note: Alternative investments, retirement-income management, professional athletes and business owners.
“Football players aren’t known for how they save,” says Frederick Hubler Jr. “There tends to be two types: those who hardly make enough and those who make more than they’ll ever need.”
Hubler should know. In 2008, he was accepted into the NFL Players Association’s highly competitive financial advisers program. Hubler was one of 450 applicants selected from a pool of 55,000. And after three years, he’s still with the program, which has since stopped taking applications.
Part of what Hubler does for clients is to help identify what’s really important to them. “It’s never just about money,” he says. “You have to have something more to drive for than that.”