Donald W. Nicholson & Associates

EST. AUM
$171,236,167

CONTACTS
2

CLIENT ACCOUNTS
354

Firm Details

Metro area Philadelphia
CRD Number 107054
Website nicholson-associates.com
Client types

Overview

Donald W. Nicholson & Associates, Ltd. serves the financial needs of individuals and small businesses in Delaware, Pennsylvania, and throughout the Mid-Atlantic Region. The firm provides financial advice to a wide range of clientele, including second and third-generation clients now coming through their office. They find it very rewarding to give advice to the children of long-standing clients who once received their advice as young investors themselves. Donald W. Nicholson & Associates, Ltd. specializes in wealth management, retirement planning, and comprehensive financial planning. Their philosophy takes a holistic approach, looking at all aspects of a client’s personal life and financial needs to create a custom-tailored financial plan. This plan is the blueprint for the client/planner relationship. The firm also emphasizes working with a team of professionals who specialize in their respective fields.

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See in Dakota

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Donald W. Nicholson & Associates

Platform Details

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