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.

Monthly Memberships

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Learn More
How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More
An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Learn More
9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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!