Our Services
Fiduciary Focused
Your best interests legally put first – ALWAYS
PrePair believes that every client should work with a true fiduciary. The foundation of our business is built upon the long term trust of our clients. Bank and Brokers for too long have treated their customers on a transactional basis. Our goal is to work with clients in a way that makes them feel comfortable for the long haul. We offer three services for various types of clients and will work with you to identify what gives you peace of mind.
How we work with clients:
I need someone to answer my financial questions
I'm learning about investments and need someone to advise on budgeting, insurance, home ownership, college savings, retirement planning and more.
I have sophisticated wealth management needs
Our signature service addresses every aspect of complex financial situations, including inter-generational wealth transfer, philanthropy, real estate, concentrated stock and business ownership.
I prefer to make financial decisions on my own
Our non-discretionary advisors will work with you on a fee only basis and jointly consult on all portfolio decisions.
I need help managing my money
We pay close attention to the things we can control (risk, fees, taxes, environmental impact) so that you can stop worrying about the things you can't (the economy, inflation, Congress, longevity).
Get the Right Pairing
SimplyPaired
Love us? Our in house investment solutions with a dedicated PrePair Advisor as your relationship contact.
Learn More
SmartPairing
Our signature service transitioning clients from banks and brokers to fiduciary Registered Investment Advisors (RIAs)
Learn More
401k Pairing
For Plan Sponsors. Work with PrePair to find the right plan for the company and employees
Learn More
SmartPairing by PrePair Financial
(888) 551-8890
12 Penns Trail, Newtown, PA 18940
12 Penns Trail, Newtown, PA 18940
Copyright ©2018 PrePair Financial. All rights reserved.
Legal Disclosures  Terms & Conditions  Privacy Policy