"A Goal Without a Plan is Just a Wish"
-Antoine de Saint-Exupery
We believe that clients are looking for a long-term relationship with a competent financial planner and investment manager that they can trust. Clients deserve a financial advisor who always puts their interests first, who stays objective, and who doesn't depend on the product they sell for compensation. We are committed to helping clients gain and stay in control of their finances. Improving your state of mind is just as important as improving your income. Strategic relationships with superior firms like Dimensional Fund Advisors allow us to leverage our strengths. The core of this process is you. We start with your needs and goals and then use institutional-quality investment management and planning services to address our clients concerns.
Our "fee-only' approach allows us to deliver unbiased, personal, objective,ethical advice that eliminates conflicts of interests. Structured Asset Management, Inc. is a fee only Registered Investment Advisor, located in Paoli, Pennsylvania providing customized solutions designed to help achieve your financial goals. Please read our Frequently Asked Questions (FAQ) and then call for a no cost, no obligation "get acquainted meeting" and begin your financial planning process now!
We Specialize In:
Portfolio Design and Investment Management
Comprehensive Personal Planning
Retirement and Estate Planning