Financial Advisor, Investment Advisor.
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor.
Downingtown Financial and Great Valley Advisor Group are separate entities from LPL Financial.

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Downingtown Financial Advisor in Chester County

 

 

Personal Financial Advisor

 

 

Institutional Investment Advisory

 

 

 

 

Downingtown Financial, Registered Investment Advisor focuses on building a holistic wealth management, and investment advisory plan with emphasis on the goals of the client, including risk management (for example life and disability insurance), business planning, retirement planning, college savings planning, estate planning, tax efficiency, capital preservation, portfolio management, wealth management, and asset management in Chester County PA.  A financial advisor and investment advisor representative reviews whether you’ve considered the necessary factors that may affect your immediate, short- and long-term financial goals. Reliable guidance from the premier financial advisor will help you find approaches for your financial challenges.  Please visit the FINRA BrokerCheck profile for H. John Moghaddam.

H. John Moghaddam, MBA

 

 

Financial Advisor

 

 

Investment Advisor Representative

 

 

Wealth Management * Asset Management * Portfolio Management * Investment Advisory * Capital Management

 

 

Financial Advisor – H. John Moghaddam, MBA

H. John Moghaddam, MBA, President, Founder, and Financial Advisor of Downingtown Financial, provides Investment Advisory, Wealth Management, Portfolio Management, Capital Management and Asset Management in Chester County. As a Financial Advisor he offers investment advisory services to individuals, families, organizations, and businesses, including estate planning, business planning, risk management, retirement planning, and college planning.  With over 15 years of Executive experience, he holds a BS in Engineering from Boston University and an MBA from the F.W. Olin School of Business at Babson College.  Check the background of this investment professional on FINRA’s BrokerCheck.

 

Financial Advisor

 

 

Investment Advisor Services

 

 

Portfolio Management Services

 

 

Wealth Management Services

 

 

Some of our Experience:

Get information on:
  • estate planning, pension plans, individual retirement account (IRAs), college savings plans (like 529 plans), retirement planning (like 401Ks)
  • stocks, options, stock trading, options trading, mutual funds, ETFs, hedge funds, alternative investments, portfolio management, asset management
  • risk management, life insurance, and disability insurance
Investment and Retirement Planning Needs:
  • Annuities identified by Financial Advisor
  • IRAs and Educational IRAs in Investment Advisory
  • Mutual Funds, ETFs, Stocks, Hedge Funds in Asset Management
  • Managed Portfolios, Managed Money in Portfolio Management
Business Planning Needs:
  • Business Continuation Funding
  • Executive Compensation Funding
  • Key Person Insurance
  • Employee Pensions and Retirement Accounts
General Financial Advisor Products:
  • Mutual funds
  • Annuities and other tax-efficient investments
  • Domestic and international securities
  • Life Insurance, Disability Insurance, and Health Insurance
  • Fee-based asset management programs
  • Estate and financial planning
  • Trust services* (*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.)
  • Group retirement plans
  • Exchange-traded funds (ETFs) and exchange-traded notes (ETNs)

Our Process Includes:

  • Evaluating your current needs and goals from a financial advisor and investment advisory perspective
  • Developing a strategy to address them using principles of wealth management, portfolio management, and asset management
  • Periodically reviewing your life insurance, disability insurance, and health insurance needs and goals
  • Adjusting your strategies to help you work toward your goals at each of your life stages
  • Collaborative work with your professionals such as your attorney, accountant, and CPA

 

 

Portfolio

 

 

Platforms

 

 

 

 

Portfolio

Platforms

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Securely

 

 

Access Your

 

 

Accounts

 

 

Electronically

 

 

On Registered Investment Advisor (RIA):

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Downington Financial are separate entities from LPL Financial.

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Client Login:

LPL My Account View
LPL Mobile iPhone / iPad App
LPL Mobile Android App
Prudential Annuity Account
Prudential Life Insurance Account
JP Morgan 529 Plan Account
View the occasional blog posting for Downingtown Financial gleaned, compiled, or authored by H. John Moghaddam, MBA, unless authored by a partner or unaffiliated entity as identifed in the linked post source.

Please feel free to suggest topics of interest to focus on.

Famous Technical Momentum Indicator Triggers a Long-Term Buy Signal for Stocks

The S&P 500 Index’s Coppock Curve momentum indicator has recently closed back above zero on its monthly chart, which increases the likelihood that the stock market continues to move higher over the long-term time horizon based on historical data. The Coppock Curve is a momentum indicator developed by Edwin “Sedge” Coppock, who originally introduced the concept in Barron’s in October […]

Market Update: Thursday, August 4, 2016

Stocks little changed after Bank of England cuts key rate. Equities are inching lower this morning, despite the Bank of England (BOE) voted unanimously to cut its key lending rate to 0.25%, marking a new all-time low. The bank also signaled that they expect to cut rates closer to zero by the end of the year, and announced additional quantitative […]

Checking in on the Worst Start to a Year Ever

What a year it has been. The S&P 500 started things off down 10.5% for the first 28 days of the year, making 2016 the worst start to a year ever. As we noted at the time in our Weekly Market Commentary, “Data-Driven Perspective on a Rough Start to 2016,” bad starts to a year are not warnings of upcoming […]

Market Update: Wednesday, August 3, 2016

Equities little changed after yesterday’s dip. U.S. markets are modestly higher in early trading following yesterday’s session, which saw the S&P 500 break to the downside out of a sideways consolidation. Though the S&P lost only 0.64%, it marked the bellwether index’s lowest close since July 13; consumer discretionary stocks led the way down, while energy was the only sector to […]

To contact us please call 1-484-364-5466, send us a message, or schedule an appointment.