Partner Firms
Merion Financial Services, Inc.
14 West Market St.
Bethlehem, PA 18018
Phone: (610) 997-8780
Merion Financial Services, LLC is an independent wealth management firm serving the unique financial needs of business owners, professionals, members of the athletic and entertainment industries and their families. In addition, we maintain a national reputation as a leader in design, implementation, and administration of charitable remainder trusts and family foundations for clients who wish to add responsible philanthropy to their wealth management. Though we are headquartered in the heart of historic Bethlehem, Pennsylvania, we serve clients across the United States through our network of affiliated advisors.
Swarthmore Investment, LLC
801 Yale Avenue, Suite G3
Swarthmore, PA 19081
(610) 541-6790
Swarthmore Investment, LLC (“Swarthmore”) provides comprehensive investment management solutions. We offer customized plans designed for individuals, families, foundations, businesses, and institutions to help them achieve their financial goals. Swarthmore was created to “stand apart from the crowd.” This starts with listening to your needs so we can uniquely manage your money. Swarthmore will tailor its services to accommodate the objectives of each individual while striving to provide an exceptional client experience. Some firms measure success in how much money they make; Swarthmore measures success in how consistent we are in helping clients to meet their goals.
Selecting a professional to manage your financial goals can be a challenge. At Swarthmore, we are confident in our belief that, “if we put clients first, everything else becomes obvious.” Swarthmore utilizes a fundamental and technical approach to investment management. The objectives of this approach are to protect wealth, reduce risk exposure, and limit volatility. Our strategies strive to be successful under all market conditions. If you don’t want to give up on the goal of making money and traditional investment approaches have left you disappointed, Swarthmore Investment is the right place for you.
Swarthmore’s Guiding Principles:
- Trust – We promise to serve our clients’ best interests at all times
- Competence – Every decision is made with thorough analysis and investment expertise
- Caring – Our clients’ well-being is at the core of everything we do
Swarthmore’s Services:
| Wealth Advisory | Investment Portfolio Construction & Management |
Swarthmore’s Investment Advisory Process:
Developing an investment approach is a collaborative and interactive process aimed at creating and maintaining financial growth and security. This process is designed to be as in-depth as possible so your portfolio can be customized specifically for your distinct situation. Each portfolio is intended to seek the optimal balance between risk and opportunity. After your initial portfolio is constructed, Swarthmore’s client commitment is to constantly monitor and evaluate the financial markets in order to reallocate assets to reflect market conditions. We will communicate with you as often as you would like to assess progress and to ensure that our strategy is in line with your financial goals. At Swarthmore, we start by understanding your life to become your best advocate for successfully navigating the turbulent markets of today.
Recently, Swarthmore combined forces with Merion Wealth Partners, LLC (“Merion”), an SEC-registered investment adviser, to capitalize on Merion’s access to advanced financial planning, asset management, trusts and estate planning, and private banking. Although Swarthmore and Merion are strategically aligned, we remain an independent firm. This structure enables us to offer the best service and operational support possible while allowing our portfolio management team to dedicate more time to refining and enhancing our investment strategy. Merion shares the same values as Swarthmore, where integrity and focusing on the client’s best interests are at the forefront of every decision.
To speak with Swarthmore, please call (610) 541-6790 or 1 (866) 541-6790 or email us at michael.malone@merionllc.com
Swarthmore News Releases
April 11, 2012 — Swarthmore Expands with Key Hire
Swarthmore Investment, LLC announced the expansion of its dedicated investment advisory team with the hiring of Christopher Rowland. Mr. Rowland was most recently a financial advisor with PNC Investments in Philadelphia, PA.
With this new hire, Swarthmore expects to enhance its customer service and marketing presence and grow its client base in conjunction with its time-tested fundamental and technical value-based approach. With all the recent volatility the markets have seen, Swarthmore aims at continuing to build upon its robust financial growth and security model.
“I came to Swarthmore because I have a real passion for the firm and how they conduct business,” said Mr. Rowland. “I strongly believe in their approach and methodology. Moreover, I am very excited to be part of a firm whose future is very bright." Recently, Swarthmore combined forces with Merion Wealth Partners, LLC to capitalize on Merion’s access to advanced financial planning, asset management, trusts and estate planning, and private banking. Merion shares the same values as Swarthmore, where integrity and focusing on the client’s best interests are at the forefront of every decision.
“When I first met Chris I knew he was a person who shared my value of placing clients first. It took two years and the Merion partnership to be able to finally get him to partner with me. He will be responsible for developing a stronger service and support platform and for communicating the distinct Swarthmore Investment discipline to a wider audience so we can help more investors succeed,” said CIO and Founder Michael Malone.
Mr. Rowland’s background will be invaluable to helping Swarthmore continue to grow, deepening existing relationships, and attracting new clients. Mr. Rowland earned his B.S. from Pennsylvania State University and grew up in Swarthmore, PA.
One Advocate Group
Two Union Square
10001 Reunion Square
Suite 350
San Antonio, TX 78216
(210) 442-1390
When you were first starting out, you had all the freedom in the world to think big, play to win and imagine your own finish line. Over the years, extreme success converts to the busyness of stress and obligation. You continue circling the game board of life and business because you can’t stop long enough to identify the endgame.
What happens when you have the opportunity and a process to play out the great game of business to your ideal point of fruition? Grand Purpose Advocates allows you to pause for a moment and clear out all the white noise. It allows you to envision what it could be like to finish the current game.
Then, all the leadership, wisdom and creativity you’ve cultivated so far become your muscle memory for addressing your future impact – the next 100 years. You begin to design a brand new game from scratch, just for the fun of it…
And we are advocates in search of this amazing new finish line.
Phillips Financial
6920 Pointe Inverness Way Ste. 230
Fort Wayne, IN 46804-7926
(260) 420-7732
With over 50 years of experience serving clients in Northeast Indiana, Phillips Financial has grown from a small, family-owned financial services practice to an independent wealth management firm with over 14 associates and 5 managing partners. Our team approach and dedication to providing leading-edge strategies for total wealth management and employee benefits planning has enabled the firm to accumulate nearly $500 million of advisory assets under management, and provide services to over 50 employer sponsored retirement plans.
Dan Nigito, President of Merion Financial Services, LLC
Mr. Nigito is the President of Merion Financial Services, LLC. He is recognized as one of the country’s foremost experts specializing in using charitable remainder trusts and family foundations to provide strategies for wealth accumulation, preservation, and transfer for private clients and their families. His programs have saved families millions in tax dollars and created millions more for charities across the United States.
Mr. Nigito is the author of three books: Avoiding the Estate Tax Trap (Contemporary Books, 1992), Don’t Die Until You Read This! (American Books, 2001), and his new book, The Power of Leveraging the Charitable Remainder Trust. Your Secret Weapon Against The War on Wealth (J. Wiley & Sons, Inc. 2009). In addition, he has published numerous articles on estate planning and has been the subject of features in The Wall Street Journal, The New York Post, The Morning Call and The Express Times among other newspapers. He regularly appears as a guest contributor on national television and radio networks. He views are in demand by financial institutions throughout the country.
Mr. Nigito is the creator of the CLEAR™Plan (Charitably Leveraged Estate Accumulation & Retirement Plan) marketed nationally through a network of independent financial advisors. CLEAR™ Plan is the nation’s first interactive software based financial planning program that focuses on using charitable remainder trusts to solve common estate and retirement concerns.
Mr. Nigito received his BA in English and Journalism from Moravian College, Bethlehem, PA in 1978. He achieved his Certified Financial Planner® (CFP®) designation from the College for Financial Planning, Denver CO.