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 * Home

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 * Insights

 * Client Center
   
   * Account Access
   * Performance Reporting
   * Planning Portal
   * Client Portal
   * Schedule a Call
   * Remote Connection
   * Form CRS (Reg BI)

 * Contact Us

 * (610) 399-1500

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CAPITALIZE ON OPPORTUNITY

Raise Your Expectations

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MEET THE TEAM



Thomas Schorn, CPA•CFP®

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Valerie Flores,CPA•CFP®•EA

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Franklin Banfer, CFP®

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Daniel Mercado

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Brett Reitnauer

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Zachary Pacello

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Eva Mercado

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Gabriella Spallino

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Erin Semelka, MBA, CRPC®

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What We Do

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PORTFOLIO MANAGEMENT

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FINANCIAL PLANNING

03



TAX PLANNING

04




ESTATE PLANNING

February Market Review

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Tax Relief Legislation in Progress

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Monthly Market Review

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ADVISORY SERVICES OFFERED THROUGH SCHORN WEALTH, AN SEC REGISTERED INVESTMENT
ADVISOR. PRIVACY POLICY.

CHECK THE BACKGROUND OF THIS INVESTMENT PROFESSIONAL ON FINRA’S BROKERCHECK.
ADDITIONAL INFORMATION ABOUT FIDUCIARY PLANNING, LLC AND OUR ADVISORS IS ALSO
AVAILABLE ONLINE AT WWW.ADVISERINFO.SEC.GOV OR HTTPS://BROKERCHECK.FINRA.ORG/. 
YOU CAN VIEW OUR FIRM'S INFORMATION ON THIS WEBSITE BY SEARCHING FOR FIDUCIARY
PLANNING, LLC OR BY OUR CRD NUMBER 304104.

THIS SITE IS FOR INFORMATIONAL PURPOSE ONLY AND DOES NOT CONSTITUTE AN OFFER TO
SELL OR A SOLICITATION OF AN OFFER TO BUY ANY SECURITY WHICH MAY BE REFERENCED
HEREIN. WE SUGGEST THAT YOU CONSULT WITH YOUR FINANCIAL OR TAX ADVISOR WITH
REGARD TO YOUR INDIVIDUAL SITUATION.

THIS SITE HAS BEEN PUBLISHED IN THE UNITED STATES FOR RESIDENTS OF THE UNITED
STATES. PERSONS MENTIONED IN THIS SITE MAY ONLY TRANSACT BUSINESS IN STATES IN
WHICH THEY HAVE BEEN PROPERLY REGISTERED OR ARE EXEMPT FROM REGISTRATION.

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