Our mission is to give our clients the confidence to take control of their lives. We focus on a holistic process and not product pushing.
This approach permits more responsive and responsible planning; thus enabling every facet of a customized plan to work in harmony.
In addition, we serve as advocates for our clients and help protect them, their loved ones, business partners and employees from the unforeseen.
We put some of the best minds in the business to work on our clients’ behalf. Our team will develop and implement financial strategies to meet the evolving needs of our clientele and our proactive client service model provides ongoing monitoring and adjustment to keep the plans on course.
The DFP Mission Statement
744 W. Lancaster Avenue . Suite 235 . Wayne . PA 19087 I Phone: 610.293.8300 I Fax: 610.293.8399
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© 2016 Devon Financial Partners . 744 W. Lancaster Avenue . Suite 235 . Wayne . PA 19087
Devon Financial Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ:744 West Lancaster Avenue Devon Square Two, Suite 235 Wayne, PA 19087 PAS is an indirect, wholly-owned subsidiary of Guardian. Devon Financial Partners is not an affiliate or subsidiary of PAS or Guardian. The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2016 Guardian Important Disclosures 2016-20115 Exp 3/18
This Material is Intended For General Public Use. By providing this material, Guardian is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.