Our Team
Our team of advisors, who are all CERTIFIED FINANCIAL PLANNER™ practitioners or Certified Public Accountants, is approachable, experienced, and collaborative, providing insight and discipline to collectively address your individual objectives.
William J Lahr, CFP® CRPC®
Founding Executive Leader, President
Dennis Beadle, CFP®
Financial Advisor
Jennifer Estelle
Founding Leader, Controller and HR Leader
H Thomas O’Hagan III
Operations and Technology
©2012-2018 Archetype Advisors, LLC. All rights reserved. Archetype Advisors, LLC is a Registered Investment Adviser. All Images and descriptions used with permission.
72 E State Street
Doylestown, PA 18901
Toll-free: 888.975.7526