Tim Drake

Senior Financial Advisor

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Tim helps individuals and families build and align their finances to create a truly fulfilled life. His comprehensive process is grounded in identifying your values and goals as he guides the steps to reach them throughout life’s twists and turns.

Your best interests come first because Tim is an independent, fee-based, fiduciary advisor who helps you with integrity and mutual respect. He has the flexibility to recommend the most appropriate solutions for your unique needs, and his fees are transparent and aligned with your success. More than just managing your Investments, his integrated approach also includes Tax, Retirement, and Estate Planning, as well as your Cash Flow, Insurance Needs, and Charitable Giving Strategies.

Professionals, educators, and business owners approaching retirement, retirees, and people planning for financial freedom benefit most from working with Tim. His ideal clients are genuinely nice people with diligent saving habits, higher incomes, or family resources who appreciate expert guidance to help them in ways that align with their personal values.

In addition to work with individuals and businesses, Tim’s deep experience in the financial services industry includes 20+ years with investment giant Vanguard. A Series 65 – Uniform Investment Adviser, he earned a BA from Allegheny College and an MBA from Villanova University. He enjoys time with his family, keeping fit, being active outdoors, playing guitar with friends, and volunteering with the West Chester Cooperative, a community-owned grocery in West Chester, PA.

Phone 484-209-5253
Fax 484-209-5275