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About Our Firm

About Our Firm

Schmerling Financial Group offers comprehensive wealth management solutions to individuals and business owners. These solutions are delivered using the Method 10 philosophy as developed by our Broker Dealer 1st Global Capital Corp. Method 10 looks at your entire financial picture - Investments, Insurance, Retirement, Debt Management, Estate Planning, Education Planning, Income Protection, Tax Planning, Business Planning and Special Situations.

We take the time to understand what is important to you about your money and what your tangible goals are that require both money and planning to achieve. We then craft and implement a plan of action that gives you the highest probability of achieving those goals. We then monitor and review the performance and the goals to let our clients know how they are doing. As goals are completed and others are discovered the plan is updated.

Our Mission

We help our clients make smart choices about their money for the reasons that are important to them. This allows our clients to devote more time to areas of their life that they can't delegate to others-like their physical, relationship, spiritual and career health.

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Our Team

Neil G. Schmerling, CPA/PFS, CFP®

Joseph Schmerling, CPA, CFP®

Rosemary Fellmeth

Betty Loftus

Tami Hindman

  • Schmerling Financial Group, LLC
  • 261 Old York Road
  • Suite 514
  • Jenkintown, PA 19046
  • Telephone: (215) 517-7550
  • Fax: (215) 517-7540