Tiller Private Wealth Marks 30 Years of Independent Financial Planning

Independent advisory firm reflects on three decades of financial planning and client relationships

LEHIGH VALLEY, Pa.--(BUSINESS WIRE)--Tiller Private Wealth is marking its 30th anniversary, representing three decades of helping individuals and families navigate important financial decisions through financial planning and investment management.

Headquartered in the Lehigh Valley, Pennsylvania, with an additional office in Orlando, Florida, Tiller currently advises on nearly $750 million in client assets through customized financial plans and investment strategies.

“Our singular focus has always been to deliver outstanding financial advice while treating our clients like members of our family,” said John G. Youngs, Partner and CEO. “Many of the relationships we established early in the firm’s history remain with us today, and we are grateful for the trust our clients place in us.”

Over three decades, the firm has remained committed to the principles that shaped its founding — thoughtful financial planning, long-term client relationships and continuous improvement in the services it provides.

The firm expanded beyond Pennsylvania with the opening of its Orlando office in 2003 and continues to build on its longstanding commitment to providing financial planning and investment management services. The firm also maintains an active presence in the Lehigh Valley community, supporting local organizations and events.

The advisory team includes Certified Financial Planner™ professionals, reflecting its belief that thoughtful planning should guide every investment decision.

In recent years, Tiller has expanded its capabilities with solutions such as separately managed accounts (SMAs), estate planning analysis tools and integrated 401(k) management to support more comprehensive financial planning.

“While we are proud of the progress we’ve made over the past three decades, we remain energized by the opportunity to continue improving for the clients we serve,” said James M. Beenders, Partner and President.

As the firm enters its fourth decade, Tiller Private Wealth remains focused on strengthening its planning capabilities while maintaining the client-centered approach that has defined the firm since its founding.

About Tiller Private Wealth

Tiller Private Wealth is an independent financial advisory firm headquartered in the Lehigh Valley, Pennsylvania, with an additional office in Orlando, Florida. The firm provides financial planning and investment management services to individuals and families across the United States.

Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, www.adviserinfo.sec.gov. Past performance is not a guarantee of future results.