Andrew Avellan, CFP®, CLU®, ChFC® Founding Partner


Andrew Avellan, CFP®, CLU, ChFC is a founding partner of the Philadelphia Wealth Management Co.  At PWMC, our mission is to be the premier wealth management firm in this region.  Our goal is to shape and lead our industry into the future with the highest commitment to service and relationship driven holistic planning.  While we leverage technology and implement our passive-style investment strategies, we also provide cutting edge insurance solutions for our clients' families and their businesses.  Our mission is always executed with a strict adherence to the CFP code of ethics.

                We draw from over 50 years of combined experience, the education we obtained in achieving our designations, and the resources the firm has at its finger tips.  Specializing in executives and business leaders, our flexible and encompassing approach resonates with our clients.  From retirement and investment planning, executive compensation strategies, and wealth transfer and protection techniques, our client experience adds tremendous value.

Residing in Plymouth Meeting, I am an avid golfer (proud member of the Philadelphia Cricket Club) and actively play ice hockey.  My charitable donations include the ASPCA, my alma mater of Loyola University Maryland, and Snider Youth Hockey.     

Our initial consultations are no cost and no obligation.  Connect with us today and let's start planning!

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.