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Yolanda Waters

Here to act in your best interests

About me

I’m passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active with Pilates, calisthenics, and yoga. I'm proud to volunteer for various charities that serve to help with the health and well-being of women and children in underprivileged communities.




Bachelor of Arts, Washington & Jefferson College

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Philadelphia I - Plymouth Meeting

600 W. Germantown Pike
Suite 100
Plymouth Meeting, PA 19462

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Philadelphia - Chadds Ford (Appt Only)

225 Wilmington West Chester Pike
Suite 200
Chadds Ford, PA 19317

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning