Wealth Advisory Services, Inc (WAS) is a full-service retirement consulting and advisory firm founded in 2003. We specialize in all areas of retirement plan consulting, participant education and private wealth management. We have the strength and resources of Raymond James Financial Services, Inc. and believe our team has the experience and knowledge to make your retirement plan benefit more responsive to the interests of your company and its employees.
Michael has spent the past 24+ years helping families, individuals, and corporate clients with their goals through his independent financial advice. He is a Registered General Securities Representative through RJFS and a Registered Investment Advisor Representative through Raymond James Financial Services Advisors. Additionally, he holds the designations of CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®.
Prior to joining Wealth Advisory Services, Michael worked as Vice President and Investment Officer of Doylestown-based Plan Advisory Services (PAS), a financial advisory firm offering independent qualified plan consulting to employers and retirement planning advice to employees. At PAS, he helped small and medium-sized businesses, foundations, and non-profits design and manage their retirement plans.
A graduate of Dickinson College, Michael holds a Bachelor of Arts degree in Political Science.
Michael volunteers his time in the community in varying capacities; he currently serves on the finance committee and was previous Board President of the Network of Victim Assistance (NOVA). He currently resides in Buckingham with his wife Danielle and their two children, where he enjoys tennis, golf, biking, and fishing.
Securities offered through Raymond James Financial Services Advisors, Member FINRA/SIPC
Wealth Advisory Services, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.