Timothy Joseph

Tim’s passion lies in providing families with advice that can help protect and grow their hard-earned wealth to maintain or enhance their lifestyle. He finds immense satisfaction in offering financial support and guidance that addresses complex problems, alleviating his clients’ stress and anxiety. With 15 years of experience in public accounting, Tim has worked extensively with high-net-worth families and business owners. He spent eight of those years at an independent financial advisory firm as a licensed securities representative and led the tax return and compliance services team. In 2022, Tim joined Mercer Advisors through a merger, bringing six years of experience as a wealth advisor at Cordasco Financial Network. He holds a degree in accounting from Bloomsburg University and has been a licensed CPA since 2004. A dedicated Philadelphia sports fan and Eagles season ticket holder, Tim enjoys coaching his two sons in baseball for the Lower Gwynedd Little League. He and his wife, a teacher, love traveling with their family in their free time.