Terry J. Siman, JD, CFP®MANAGING DIRECTOR
Terry J. Siman has served as advocate for affluent families and small business owners since 1979. As a fiduciary, Terry has always focused on putting his clients’ needs first. Because of his experience and legal training, he is uniquely qualified to advise on complex wealth management needs, such as retirement, investment, tax, business, estate and philanthropic planning. As a small business owner for over 25 years, Terry understands the issues facing small business owners and offers strategic advice to these individuals. Terry is also dedicated to serving the environmental community; he has incorporated this sustainable priority in his business and personal life.
A thought leader in the financial services industry, Terry has written numerous articles and been quoted in a variety of publications, including the Wall Street Journal, New York Times, Washington Post, Philadelphia Inquirer, Business Week, Investor's Business Daily, MorningStar and Daily News.
Terry has given testimony and written reports as an expert witness in securities matters before the U.S. Securities and Exchange Commission, the New York Stock Exchange, FINRA arbitrations and in federal court. Most recently, he testified before the Pennsylvania Attorney General's Committee for the Protection of Older Pennsylvanians on the subject of Securities Fraud.
Terry has been an attorney since 1977 and a business owner since 1979. Terry is past national President and Chairman of the Board of the Institute of Certified Financial Planners, a national professional association. He is a member of the Financial Planning Association. Terry holds the Certified Financial Planner™ designation and received his Financial Planning certificate from the College for Financial Planning. Terry received his JD from Western New England College and did his undergraduate work at Temple University, earning a BA in Journalism.
Terry resides in Lower Gywnedd with wife, Janie, and son, Alex. He is an avid golfer and enjoys traveling with his family.