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Jeffrey Factor, C.P.A

Jeffrey Factor, C.P.A

Partner, Investment Advisor Representative

Jeff Factor is a trusted advisor to closely-held business owners and individual clients. His enduring client relationships begin with a deep understanding of each client’s goals and objectives, remaining steadfast over time with evolving, customized strategies that comprehensively address present and future needs. Jeff works to add value to each engagement, advising owners and executive teams on operational efficiencies as well as short and long-term sustainability and growth.

Jeff’s comprehensive approach to investment management includes personalized investment services designed to help client's pursue  financial independence. With over 20 years of experience, clients rely on his planning  for new business entities, developing strategic vision and infrastructure, financing and expansion opportunities, executive compensation, and employee retirement benefits. While he diligently serves businesses in a broad spectrum of industries, Jeff has particular expertise working with physicians and medical practices, supermarkets, and senior housing.

Jeff pursues ongoing professional education as a member of the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA), He serves on the Board of Directors for Bridge to Healing Foundation and 404 Project, Inc., nonprofit organizations focused on family support for cancer patients and children education, respectively. He served on the Finance Committee of Plymouth Country Club, where he enjoys golf and tennis. Jeff and his wife raised two children and reside in Fort Washington, Pennsylvania