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 History of Currency

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.
Learn More
The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
Learn More
Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Learn More
Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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!