A 360° approach to financial planning.

While the world grows increasingly difficult to predict, Barry A. Rucks & Associates partners with individuals and families to design comprehensive financial plans. Our 360° approach takes all areas of life into account to create personalized plans that help you thrive in any degree of complexity—always with your best, brightest interests at heart.​

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<strong>We are a boutique financial planning firm based in Philadelphia.</strong>

We are a boutique financial planning firm based in Philadelphia.

Barry A. Rucks, CFP®, and Matthew R. Silverhardt, CFP®, CFA®, have been working together for over a decade to provide expert financial advice that adheres to rigorous ethical standards. We are located in Philadelphia and serve clients in 22 states across the country.

<b>Our approach is focused on building&#160;</b><b>long-term relationships.</b>

Our approach is focused on building long-term relationships.

We don’t just manage your money, we help you plan to achieve the life you want, over the course of your lifetime. We work with clients in all stages of life—whether they are entering into domestic partnerships, building families, running small businesses, preparing for retirement, or restructuring after major life changes.

<b>We provide educational resources&#160;</b><b>to help you make the most of your&#160;</b><b>financial planning journey.</b>

We provide educational resources to help you make the most of your financial planning journey.

Want to learn more about financial planning? Explore our collection of videos, calculators, presentations, and articles about the 7 areas of financial planning.

<b>You have questions, we have answers.</b>

You have questions, we have answers.

There are many dimensions that go into choosing a financial planner. We compiled a list of our most frequently asked questions to help you get the answers you need. Or feel free to ask us a question in the form below.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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