We take your wealth personally
As a full-service boutique firm, we know how important it is to take a comprehensive view of your investment situation. To that end, we begin with a one-on-one dialogue to help us better understand where you are at this point in your life.
Our seasoned professionals ask insightful questions to understand your individual situation and wealth management needs. We learn about your family, your lifestyle, your plans for retirement and your existing investments. We identify the expectations of individual family members, as well as concerns you may have about the future.
Joslyn contributes a bi-monthly column to the Business Section of Main
Line Life newspaper.
CONVERSATIONS explores a variety of issues which drive our financial choices.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo,) which it awards to individuals who successfully complete initial and ongoing certification requirements.
Joslyn G. Ewart is a Financial Representative offering Advisory Services and Securities through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC. Entrust Financial, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business.