About Our Firm

Here’s our story. We look forward to hearing yours.

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Nick Walter

Healthcare and Medicare Expert

Nick is an expert in both Healthcare and Medicare.

Nick works with clients to build the best health insurance strategy for their specific needs.

From prescription reviews to support in transitioning from the corporate health insurance world through COBRA for individuals and small groups, to Medicare and beyond, Nick’s knowledge and personal touch separate him from all others in the industry.

His holistic approach to advising clients has been developed through his lifetime commitment to education. “Education is the cornerstone of my practice. When clients understand the impact of the financial decisions they make on every facet of their financial lives, the lessons learned become part of their fabric.”

Nick has over 30 years of experience working in Finance, Consulting and Venture Capital.

Nick excelled in Public Accounting with Deloitte and Touche and KPMG and obtained his CPA licensing.

Nick has started, built, and run multiple, successful small businesses – including mortgage, insurance, and financial planning operations. Nick's expertise in advancing individual and organizational missions/goals is accelerated through his use of technology, collaborative teamwork, and creative problem-solving to develop and implement effective strategies for his clients and partners.

Nick earned his B. S. in Accounting from The Pennsylvania State University and his MBA with an emphasis in Entrepreneurship from the University of Denver.  Living in Blue Bell with his wife Shaney and their four children, Nick enjoys traveling, the Jersey shore, and spending his spare time coaching and watching his kids play high level sports.