top of page
Philadelphia skyline with Liberty Place skyscrapers under a blue sky

A Personalized Touch

Our customized programs will help you feel confident in your financial goals.

Learn More

The Pegasus Experience

We are asked what separates Pegasus Financial Planning from every other financial firm. So we asked our clients what makes us different. We used what they said to create the video we call The Pegasus Experience where we highlight what what clients told us was important.

​

Learn about The Pegasus Experience by watching our video. We highlight what's important and what we can control. Together, we work with you to define clear goals and to develop a map to guide you on your path.

Learn More
Woman leading a team meeting in a modern office.

We Work for You

Creating the best place to work starts with offering world class employee benefits.  We help you create the best plan for your company.

Learn More
Professional analyzing financial data and business charts

A Community of Advisors

Your practice starts with you but you are not alone, we support advisors and their clients.  Join our community of advisors.

Learn More
Senior couple smiling while reviewing financial documents with advisor

Advice You Trust

Your success is our success and we'll be with you every step of the way.  Start your planning process today by contacting us.

Learn More

The Support You Need

Our team of experienced financial advisors will work with you to delve deep into your financial history and future goals. From there, we'll create a few custom plans to get you started, and we'll guide you every step of the way.

Learn More
A smiling couple shaking hands with a professional advisor.
Senior couple relaxing on a sailboat at sea

Retirement and Estate Planning

A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.

Learn More

Key Articles & News

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This article explains newly implemented and upcoming tariffs and their potential economic impact.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explains provisions allowing rebates for home energy efficiency and electrification projects.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Will you be able to afford nursing home care?

Use this calculator to determine whether you qualify for the different types of IRAs.

How much Disability Income Insurance do you need?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck