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.
(page 5 of 14)
First Financial Group, 2 Bala Plaza, Ninth Floor, Bala Cynwyd; thefirstfinancialgroup.com,
Average AUM per client: $1 million
Average number of clients per adviser: Fewer than 50
Specialties of note: Estate planning retirement planning, business succession strategies, investment analysis.
Think you don’t have to worry about estate planning because you don’t have a large enough estate to be taxed? Joe Murray wants you to know you’re wrong. “The upper-level dollar limit is a moving target,” he says. “We don’t know what it’s going to be next week, let alone five years from now. An estate plan should be put together as soon as you start having assets.”
And a sound structure should be in place before any discussions about financial products. “People need to have a complete set of coherent legal documents in play,” he says. “We work with the attorney to make sure the structural component is done properly first.”