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300 Manchester Ave, Media, PA 19063

610-299-5303
john.messersmith@lpl.com
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Your Retirement Starts Here

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

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Financial Strategies 

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

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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.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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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.

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