Serving Moorestown
Wealth management for Moorestown families and business owners
Nick Pantle has served as president of the Moorestown Lunch Rotary and sits on the board of the Community House of Moorestown. The town is fifteen minutes from our Marlton office and a place we know well.
In short
MTP Private Wealth at Farther advises Moorestown families and business owners on financial planning, investments, tax strategy, and estate coordination, and consults on company retirement plans for Moorestown employers and nonprofits. Our office is about fifteen minutes away in Marlton, and one of our three advisors has led the Rotary club and sits on the Community House board.
Who we meet from Moorestown
The people who tend to call us from here
Not a boundary, and not a checklist. If one of these sounds like you, the first conversation is the place to find out whether we are the right firm.
- Families along Main Street and in the older neighborhoods who have built wealth over a long career and want one team holding the picture together.
- Executives and engineers at the Lockheed Martin campus and the corporate offices along Route 38, with equity awards, deferred compensation, or a pension election ahead.
- Business owners preparing to sell, or already fielding offers, who need the planning done before the letter of intent.
- Parents thinking about how, and when, to bring adult children into the family's finances.
Working with Moorestown
What Moorestown tends to bring us
Moorestown is unusual in how much of its wealth was built slowly and locally: a practice, a company, a long tenure at one employer. Those families rarely have a liquidity event to plan around. What they have is complexity that accumulated, and the sense that one avoidable mistake could cost more than years of careful saving. That is the work we do.
Nick Pantle, our Senior Vice President, has served as president of the Moorestown Lunch Rotary and is a board member of the Community House of Moorestown. That is not a marketing detail. It means we already know many of the accountants, attorneys, and organizations you are likely to be working with.
Getting to us
- From Moorestown
- About fifteen minutes to the office at 270 North Elmwood Road, Suite H-160, Marlton, NJ 08053.
- How we meet
- A first conversation is half an hour by phone or video. The Marlton office is there whenever you would rather meet in person.
- ZIP code
- 08057
- Call
- 856-988-6664
Nearby
Two practices, one firm
What we do for Moorestown
For individuals and families
Private Wealth
Financial planning, portfolio management, tax strategy, and estate coordination for families whose finances have outgrown a simple answer. Coordinated with your accountant and attorney rather than around them.
For employers and nonprofits
Retirement Plans
Fiduciary support, fee benchmarking, and investment oversight for 401(k), cash balance, SIMPLE, SEP, and 403(b) plans, on whichever platform serves the plan. For nonprofits, the organization’s own reserves and endowment as well.
Common questions
Questions we hear from Moorestown
About fifteen minutes. Nick has spent years on boards in Moorestown, so the town is familiar ground, and a first conversation is half an hour by phone before anybody drives anywhere.
Yes. We advise nonprofit boards on both the retirement plan and the organization's own reserves and endowment, including the investment policy statement and the committee process behind them.
Then we will say so on the first call and point you somewhere better suited. Our private wealth work is for families whose finances have outgrown a simple answer: a business, concentrated stock, multiple entities, or a large portfolio built over decades.
Next step
Start the conversation from Moorestown
The first conversation is half an hour and costs nothing. If your situation is not a fit for this firm, we will tell you and suggest where to look.