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

Jon Sobotkin


Jim Behr

Vice President

Our Financial Planning Services


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

Social Security

Let us help you maximize your Social Security benefits


We can help you plan your retirement.


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


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.