Welcome to Honarc Wealth – Your Personal CFO
We recognize that managing wealth transcends mere numbers; it's about securing your legacy, simplifying complexities, and realizing your financial aspirations. Welcome to a realm where financial expertise meets white-glove service.
“At Honarc, our mission goes beyond numbers and charts–it’s about providing honest, personalized support and an overarching commitment to nurturing wealth across multiple generations.”
Our Commitment To You
Our commitment extends across the entire arc of your financial journey. Whether exploring alternative investments, navigating the arc of comprehensive financial planning, or safeguarding your legacy with strategic estate planning, we stand ready to support you on your financial journey.
Comprehensive Coordination
Our goal is to simplify the complexities of family wealth. As your Personal CFO, we take a holistic approach, coordinating all aspects of your financial affairs. From investments and estate planning to tax strategies, we've got you covered.
Tailored Solutions
No two financial journeys are the same. That's why we craft personalized solutions that align with your aspirations. Your financial roadmap is uniquely yours, reflecting your values, priorities, and vision for the future.
Honesty, Integrity, and Longevity
Our pillars of service are built on honesty, integrity, and longevity. Your trust is our greatest asset, which is why honesty and integrity are the cornerstones of our advisory relationship. We strive to develop long-standing relationships with all clients across multiple generations of your family’s lineage.
Elevate Your Wealth Experience
As an independent wealth management firm and a fiduciary, we have the freedom to make decisions solely based on your best interest. This independence grants us the flexibility to explore diverse strategies, access a broader range of resources, and adapt swiftly to changing market dynamics and technology. By choosing, Honarc Wealth, you gain the benefit of a personalized and unbiased approach, ensuring that your financial goals remain our sole focus.
Meet The Team
Sean specializes in simplifying the financial complexities of individuals and families. He has spent his career acting as a fiduciary for his clients and a steward of their financial wealth. While his clients all bring diverse backgrounds, his specialization lies in addressing the unique financial needs of business and franchise owners.
Sean is a graduate of Lehigh University with a Bachelor of Science in Finance. He is also a Chartered Financial Analyst (CFA) charter holder and an active member of the CFA society of Philadelphia.
On a personal note, family is at the center of his world. He shares his life with a loving wife, a spirited toddler son, and two dogs. In his free time, you will find him refining his handyman skills around their farm and enjoying the outdoors.
Beyond his role as a wealth advisor, Sean is also deeply involved with real estate investments, managing a company with approximately 200 apartments where he focuses on value-add and development opportunities. Community engagement is also a core value for him and he dedicates time to volunteering on several non-profit boards.
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Resource Partners
Contact
Do you have questions for Honarc Wealth and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. We are here to serve you.