Michael Coyne says every client is the central figure of their financial story. Every person is more than income and cash flow, investments, and assets. They’re the hero of their life story and deserve a knowledgeable and experienced Financial Advisor who can help them write the next chapter.

He helps his clients define or refine their financial goals by creating a personalized financial plan to guide decision-making. He has over ten years of experience in wealth management and specializes in financial planning, retirement planning, and risk management.

Michael is a Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER™️ (CFP®). He has a B.B.A. in Finance with a concentration in Risk Management from James Madison University. Michael works out of the Berwyn, Pennsylvania office and is a member of the CFA Society Philadelphia.

Michael lives in Paoli, Pennsylvania, with his wife Jackie, daughter Caroline, and yellow lab. He enjoys playing basketball and tennis.