About our Firm

Timothy T. Corcoran, CPA, PFS, RIA

Tim has over 30 years experience providing financial services. His diversified career in public accounting, investment advisory services and corporate finance has helped him develop a unique outlook on the financial concerns of individuals and businesses.

His Personal Financial Specialist (PFS) designation means he is certified by the American Institute of Certified Public Accountants, as qualified to assist you with your personal, retirement, estate and investment planning. His Registered Investment Advisor (RIA) designation means he is registered with the state of Pennsylvania, to provide investment advisory services, to help you with the execution of your personal, retirement, estate and investment plan.

Also, his extensive experience as a CPA, both as an “insider/owner” and as an independent accountant, has given him a unique perspective of the expectations of business owners and management. This experience enables him to provide clients with practical, custom-tailored profitability and tax planning guidance, which aids in maximizing earnings potential while safeguarding assets.

Tim is a member of both the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

tim@tcorcoran.net 215-653-7440