Timothy V. Swartley, CFP®, CPFA™

Tim believes that investment conversations do not need to be complicated. He engages in meaningful conversations with clients about their goals for their lives, the lives of the people who are important to them, and the legacy they would like to leave behind.

With over 20 years of experience in the financial services industry, Tim works closely with employers and their employee retirement plans. He consults with business owners, HR managers and employees alike, engaging in a variety of conversations from the board room to the warehouse. He works hard with employers and employees to ensure that retirement plan participants have the best possible chance of retiring on their own terms.

Tim is well rooted in the community, and has served on various boards including Generations of the Indian Valley and the Franconia Mennonite Conference. He serves on the finance committee and manages various funds for his church. Tim is active in the Indian Valley Chamber of Commerce and a graduate of the Chamber’s Community Leadership Institute.

Tim enjoys spending time with his family, golfing, fishing, and following Philly sports.