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.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Learn More
Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Learn More
Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
Learn More
Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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!