Broker Check

300 Manchester Ave, Media, PA 19063

610-299-5303
john.messersmith@lpl.com
CLIENT LOGIN

Your Retirement Starts Here

To enjoy the shade, you must first plant the seed. We’ll show you how.

Schedule an Appointment

Client Portal Login

We believe clients who see their big picture do better. It all starts here. Existing clients, click the button below.

Login

Financial Strategies 

John Messersmith announced as a 2022 Philadelphia's Five Star Wealth Managers.

Learn More

What We Offer

Most people confuse retirement planning with retirement income planning. Retirement planning is about what you do in the accummulation phase of your life. Retirement income planning is how to make those accumulated assets, pensions, and social security payments work for you at your risk tolerance. We help you see the big picture!

Retirement
Income Planning

Tax
Management

Investment
Management

...And
More!

Knowledge Leads to Financial Freedom

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
Learn More
Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn More
Medicare vs. Medicaid

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Learn More
Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
Learn More

Have a question?

We're happy to address any concerns or questions you may have, even if you're not a current client. One of our staff will reach out soon to help answer any concerns or questions.

Thank you!
Oops!