Financial Planning

A financial plan creates a roadmap for your money and helps you achieve your long-term goals.

Talking with a CFP® professional can help you find a path to achieving your financial goals, no matter where you are in life. A financial planning professional is trained to work with you on everything from providing financial advice to creating a financial plan that is designed to support your goals as they evolve over the years.

Our Expert Advisors:

Our goal is to permanently improve every client's financial position and simplify their lives.

Blue Bell PWM compass

J. Scott Miller

Managing Partner

Scott Miller Jr.

Managing Partner

Jon Sobotkin

Partner

Jim Behr

Vice President

Our Financial Planning Services

Investment
Planning

All of our clients portfolios are custom tailored to fit their financial goals.

Social Security
Planning

Let us help you maximize your Social Security benefits

Retirement
Planning

We can help you plan your retirement.

401(K)
Planning

We can help you with your old and current 401(k)s

Tax
Planning

We can help you better understand your tax situation.

*Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement, and the specific requests and needs of the client. Blue Bell does not serve as a law firm, a certified public accounting firm, nor an insurance agency. Blue Bell does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Blue Bell is engaged, or continues to be engaged, to provide investment advisory services.

CONNECT WITH AN ADVISOR

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CLIENT ACCESS

WEB SITE ACCESS ACKNOWLEDGMENT

As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

CLIENT ACCESS

CHOOSE A PROGRAM

Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.

Access your account information, Blue Bell quarterly reports and commentary as well as Schwab statements and tax documents.

Charles Schwab

Access your account information, statements and tax documents.