HOMEABOUTCONTACTSERVICESLINKS

A little about us...

We are located in Exton, Pennsylvania. Our team background includes many years of advanced education, extensive experience, and continuous technical training.  We are dedicated to assisting our clients in defining and achieving their business and personal goals.   Our clients are composed of small to medium size closely held U.S. Businesses, Individuals, Estates, and Trusts.  

We adhere to the highest ethical standards, and make integrity, independence, reliability, accountability, and the commitment to excellence the foundation of our client relationships.   

Our approach to Wealth Management sets us apart from many other firms.  We see Wealth Management Services on a more holistic level, as an in-depth integration of client solutions that are often interdependent and overlapping.  Many other firms define Wealth Management Services only in terms of their product and service offerings.

 Bernard E. Comber, Jr., CPA, MT - Professional and Educational Information:

  • Certified Public Accountant in State of Pennsylvania - 1984
  • Masters Degree in Taxation, Villanova University - 1991
  • B. S. Degree in Business and Economics, Lehigh University - 1982
  • FINRA, Series 7, Series 24, and Series 63 Securities Registrations
  • Insurance License - PA and other states.

Professional Associations:

  • Pennsylvania Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Chester County Estate Planning Council - Current member and past President 1997-1998

 

 

 

Advisory Services offered through Capital Analysts, LLC or Lincoln Investment Planning, LLC Registered Investment Advisers.
Securities offered through Lincoln Investment Planning, LLC - Broker Dealer - Member FINRA/SIPC
- www.lincolninvestment.com     
(www.finra.org) (www.sipc.org)

Important Disclosure

CPA services are not offered through, or supervised by, Capital Analysts, LLC or Lincoln Investment Planning, LLC.

BEC Capital Advisors, L.P. and the above firms are independent and non-affiliated

Copyright 2018
All Rights Reserved
BEC Capital Advisors, L.P.

Website created by Charlie Bravo Group, Inc.