Wynnewood Business Association

Ask anyone on the Main Line about Ward & Associates and they will know exactly who you are talking Rob has over 15 years experience in the financial services industry and looks forward to helping you meet your goals. He specializes in helping small to medium size businesses with investments, life insurance, pensions, and structured retirement plans. He also specializes in private client wealth management and estate / succession planning. WBA members and their families pay no fees for consultation or financial plan. Rob holds numerous securities licenses, is insurance licensed and holds the designation of Accredited Investment Fiduciary. Ward Associates is an independent investment advisory firm and insurance agency. This objectivity allows Rob and his associates to customize each solution to your particular needs.