City Shore Wealth Advisors | Philadelphia, PA | Financial Advisors

Advice you need. Service you deserve.

City Shore Wealth Advisors was established to provide quality service and financial advice to our clients – individual investors, families, retirees, business owners, corporations, endowments and foundations.

Our focus:

Financial Planning
Tax Management
Special Needs Trust Planning
Exit Planning for Business Owners

We welcome the opportunity to work with and build relationships with people we respect and whose company we enjoy, both personally and professionally. We believe relationships based on trust allow us to enhance the level of service and expertise that we deliver to our clients.

Clients who choose to engage with City Shore Wealth Advisors within the context of an advisory relationship can expect recommendations based on a ‘bucket’ strategy of investing called Retirement on Your Terms. From your first paycheck to your last, retirement planning is a concern that runs consistently through all of life’s planning cycles. Click here to see how working with City Shore Wealth Advisors can help you address those concerns and retire on your terms.

Awards

Forbes Best In State 2024

Robert F. Farrell, CFP®, CPWA®, ChSNC®, Executive Vice President/Wealth Management, Financial Advisor was named to the Forbes 2024 Best-in-State Wealth Advisors list. “Being named as a Best-in-State Wealth Advisor is a testament to the positive impact Bob has on the lives of his clients. We are proud to support and empower Bob and celebrate his commitment to delivering a hyperpersonalized, best-in-class wealth management experience,” said Kevin Reed, President of the firm’s Private Client Group.

Forbes Best In State 2023

Robert F. Farrell, Executive Vice President / Wealth Management, Financial Advisor, has been named to the Forbes 2023 Best-In-State Wealth Advisors list. “Congratulations to Bob Farrell on this recognition by Forbes,” said Kevin Reed, President of the firm’s Private Client Group. “Bob sets the standard for his commitment to exceed their client expectations and delivering comprehensive advice to meet financial goals. We’re proud to have Bob at Janney.”

Forbes Best In State 2022

Robert Farrell, Executive Vice President/Wealth Management, Financial Advisor has been named to the Forbes 2022 Best-In-State Wealth Advisors list. “Congratulations to Bob for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Bob represents the best of our industry,” said Jerry Lombard, President, Private Client Group.

Our Team

City Shore Wealth Advisors strive to provide personalized service through Financial Planning and Tax Efficient Investing as we guide our clients through the phases of investing: Wealth Accumulation -- Wealth Preservation -- Wealth Distribution. ... Read more. Read less.