Broker Check

About Us

Here to Invest in You

As an independent financial services firm, our team of financial professionals at Magis Financial Partners is completely committed to you, and we are deeply invested in your financial success. We are not focused on selling products; we are focused on solving problems for the people we serve in the Philadelphia and Main Line area — people like you who want to plan confidently and live greater.

Our name is derived from the Latin adverb that means "better," "to do more," or "to a greater extent." Magis is an expression of our aspiration to provide excellence in service to help you and your family live greater — whatever that means for you or your business.

The Service You Want

The Service You Want

Magis Financial Partners is a diversified financial services firm focused on putting our clients’ best interests first. This means we not only put our clients first in the financial recommendations we make and the plans we design, but we also put your needs first through the level of service we provide. We are service-minded communicators and educators with decades of experience, and we leverage our collective capabilities to provide true excellence in our customer experience.

The Team You Need

The Team You Need

Over the years, the team at Magis has developed a reputation for being able to provide comprehensive solutions to complex problems. Our team includes professionals in various fields including tax, accounting, legal, investments, retirement planning, insurance, risk management, and much more. You’ll get the full attention of our team’s collective efforts to help you live better today and tomorrow.

A Diverse Team with a Common Goal

A Diverse Team with a Common Goal

Our diverse team of financial professionals hold a variety of professional designations with extensive and varied industry experience. But we all have one thing in common: our desire to help. We find fulfillment when we are able to help our clients get organized, coordinate their financial interests and pursue their goals in life.

Our Core Values

Clients First, Always

We are problem solvers at our core. This means we put you first and construct a unique plan and portfolio around your goals and desires. Our emphasis has always been on clients, not products.

Decades of Experience

Whether it is the markets or a current life stage transition that concerns you, we will help you find confidence for the future, knowing your goals and dreams are in steady, experienced hands.

Team-Based Approach

Together, we have seen the ins and outs of the financial industry. And we work to intentionally and strategically leverage our expertise and camaraderie for the greater benefit of our clients.

Educate & Communicate

Our clients rely on us to keep them honestly and objectively informed. We are committed to educating and communicating on all facets of our client's finances so they always know where they stand.

Stay Connected to Your Finances

Stay Connected to Your Finances

We know that getting your financial affairs organized — and keeping them that way — is essential to your financial health and your financial confidence. Knowing what you have, being able to access it and seeing your progress can help you make informed financial decisions as you work toward your goals.
Allow us to introduce you to AdviceWorks™. AdviceWorks is a digital platform that helps you stay connected to your money and collaborate with your financial advisor, anytime, from anywhere. Start a free trial, on us, today.

Investing for Impact: Make a Difference While Pursuing Your Goals

In this ebook, you'll learn the history and key elements of  investing for impact. Considering these crucial details will help make sure your portfolio remains aligned with your personal beliefs and goals.

Our Partners

Our Broker-Dealer: Cetera Advisors

Our Custodian: Pershing

Our Approach

At Magis Financial Partners, we take a teamwork approach with every client, leveraging our collective experience and industry knowledge in the pursuit of your goals for greater living.

Our Approach

Our Team

We find great fulfillment when we are able to help our clients get organized and plan well to pursue their financial goals. We work together, leveraging our collective skills, to help you live greater.

Meet the Team

Contact Us

Have questions? We are here to help. Contact us today to set up your initial consultation. We’re looking forward to helping you plan better so you can live greater today and in retirement.

Contact Us Today