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Manage Your Money with Confidence

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


What We Bring to the Table

What We Bring to the Table

We understand that individuals and businesses face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against participants and individuals outliving their income, the impact of inflation, taxation, and rising healthcare costs. At MAGIS, we are in an advantageous position to approach such challenges with experience and skill.

Please feel free to explore this site to gain a better understanding of our firm and how we can help clients plan for and meet their financial goals.

At MAGIS, we have a dedication to excellence in technical knowledge, impeccable client service, and a commitment to help you work towards achieving all your financial goals.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

 Investment Advisory Services

Retirement Plan Services

Insurance Planning

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
Learn More
The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
Learn More
The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn More

Our Team

Steven Eyer

Steven Eyer, CPC, EA

Vice President, Financial Consultant

484.654.3344

215.675.1095

Lisa Karlin

Lisa Karlin, AIF®

Vice President, Financial Consultant

267.960.6079

215.675.1095

Sean Ryan

Sean Ryan, AIF®, CRPC®

Vice President, Financial Consultant

484.654.3343

215.675.1095

Learn How We Can Help You

Schedule a Meeting

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