We are a boutique financial planning and accounting firm.
Financial Planning Resident
King of Prussia, PA
“What I enjoyed most about working here is how personable working in the office is - you don't feel like you're just one person among dozens. You can tell that everyone there is committed to helping you learn about Financial Planning, and that they really care about your future goals. I also really enjoy the focus WealthFD has on their clients in a non-sales capacity. It gives having this role purpose, which is always important for a career.”