HQ - Moorestown - Strawbridge Dr

I cannot say enough great things about Rory, Jen, and the entire team at Ausperity Private Wealth. They have been absolutely amazing to work with. They do a phenomenal job guiding our family through managing our family trusts, providing us with immense peace of mind and clarity. What truly sets them apart, though, is their dedication to the next generation. They meet directly with our college-age children to help them advance their understanding of investing. It is rare to find advisors who are not only brilliant at wealth management but also so genuinely invested in educating and empowering young adults. We are incredibly grateful for their guidance and highly recommend them!

The best decision I made a few years ago was to put my 100% trust in Ausperity Private Wealth. I know my finances are secure and that they always have my best interest at heart. I know that I am part of a family that genuinely cares and supports me, and is always there to guide me and answer my questions. 100% genuine, sincere, kind, supportive, knowledgeable, and trustworthy...that is what you get with APW. The new app is so easy, as well, and I know at any point I can easily look at my finances, see any changes, ask questions, or request a call back. Beyond anything, they truly care about my financial welfare, both now and into the future. For me, thats important. A special shout out to Shane, my personal advisor! You've done more for me than you will ever realize. -Jill Crayne, Williamsport, MD

Working with Geoff and Monica and the whole team at Ausperity Financial Services has been an outstanding experience. Navigating long-term financial planning and asset protection requires a high level of trust, and Ausperity delivers exactly that with their clear, professional, and deeply personalized approach. What stands out most is their ability to listen to specific life goals and translate them into a tailored, comprehensive strategy. They don’t offer cookie-cutter advice; instead, they take the time to evaluate your unique situation, balance risk appropriately, and map out a clear path forward. Their communication is always prompt, transparent, and easy to understand, making complex wealth management decisions feel straightforward and manageable. If you are looking for dedicated financial professionals who genuinely look out for your best interests, I highly recommend Ausperity Financial Services.

I came upon this firm by a reference from a friend. My experience from the moment I walked in was "positive beyond belief!!!" The welcoming atmosphere from my first visit has continued and the amount of "client care" is outstanding. My financial advisor is Mike Vanaria and he and Rory O'Hara treated me like I was their only customer - focusing on my family's particular needs and personal situation with no distractions. My wife and I could not be happier with the professionalism, the concern and client care that we have experienced from everyone on the Ausperity Team!!!

Very thorough and explains objectives clearly. Goes beyond the functions of the average financial advisor.