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Milanek Family Wealth Management

EST. AUM
$500,000,000

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Firm Details

Metro area Philadelphia
CRD Number
Website milanekfamilywealth.com
Client types

Overview

Milanek Family Wealth Management is a U.S.-based registered wealth management practice serving individuals, families, and business owners. The firm provides comprehensive financial planning, investment management, retirement planning, tax-aware strategies, estate planning coordination, and insurance planning. It follows a holistic planning approach covering multiple aspects of clients' financial lives while delivering personalized portfolio management. The practice operates in affiliation with LPL Financial and Independence Square Advisors for advisory and brokerage services. The firm primarily serves clients in the Philadelphia region while also working with clients nationwide.

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Address

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

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