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About Us

Barry A. Rucks & Associates is a boutique financial planning firm located in Philadelphia, Pennsylvania.

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.

Barry A. Rucks & Associates is an independent firm operating under the national independent brokerage firm of LPL Financial, the largest independent broker/dealer in the nation, representing more than 16,000 independent financial advisors across the country.

Our Team

Barry A. Rucks, CFP®, Private Wealth Advisor

Barry A. Rucks, CFP®, Private Wealth Advisor

Barry A. Rucks is a private wealth advisor at Barry A. Rucks & Associates. Barry holds the CERTIFIED FINANCIAL PLANNER™ certification and has spent the last 25 years as a financial advisor, partnering with clients to create personalized financial plans that reflect their own unique circumstances.

Barry was brought up in the Midwest, where he enjoyed the art of the hunt while collecting pennies with his grandmother as a young child. The values of self-sufficiency and helping others he learned as a child were strengthened over many years of 4-H and gardening, where preserving the fruits of his labor helped him learn to focus on looking beyond the present and planning for the future. He continues to use these values to help his clients better understand their finances to this day.


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Matthew Silverhardt, CFP®, CFA®

Matthew R. Silverhardt, CFP®, CFA®, Private Wealth Advisor

Matthew R. Silverhardt is a private wealth advisor at Barry A. Rucks & Associates. In this role, he partners with clients to better understand financial management and make effective investments that are aligned with their needs and values. Matthew has been a financial planner for over 15 years, and holds the CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Financial Analyst® designation.

When he’s not working, Matthew spends time with his growing family, plays ice hockey, and volunteers with animal rights charities including the ASPCA and Penn Environment.


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Nicholas Porretta, CFP


Nicholas Porretta, CFP®, Private Wealth Advisor

Nicholas Porretta, CFP®, is a private wealth advisor at Barry A. Rucks & Associates. He brings his strong background in accounting, commercial real estate, and four years of financial planning experience to the team. Most recently, Nicholas—who holds the CERTIFIED FINANCIAL PLANNER™ certification—served as a wealth advisor at Meridian Wealth Partners, LLC, where he worked with both individuals and small businesses for their retirement plans.

Nicholas grew up in Hammonton, NJ, the Blueberry Capital of the World, and came to Philadelphia when he was recruited to play soccer at Chestnut Hill College. In his spare time, he enjoys fishing, snowboarding, and spending time with his girlfriend and dog.


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Charlene Mahoney, Service Consultant

Charlene Mahoney serves as the administrative point person for our practice as part of LPL’s virtual administrative services team. She has been with LPL for over 11 years and is located at LPL’s Fort Mill, SC home office. Her previous roles at LPL Financial include Learning & Development Consultant, Training Events Coordinator, Associate Relationship Manager, and Senior Administrative Assistant. She will be able to assist you with service-related business including making appointments, money requests, account changes, and more.


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Our Values

We are guided by a set of core values that is at the heart of everything we do:

<strong>We are fiduciaries in the truest sense of the word.</strong>

We are fiduciaries in the truest sense of the word.

We provide expert advice that is always in the best interest of the client—even when it goes against the grain or takes a nontraditional approach.

<strong>We build trust through transparent service.</strong>

We build trust through transparent service.

We provide ethical, responsible, and reliable advice, with straightforward pricing and no hidden fees.

<strong>We are proactive partners with our clients.</strong>

We are proactive partners with our clients.

We build strong relationships over time, through all of the stages of life. We care for you like family and give you sound, honest advice—even when it may be difficult to hear.

<strong>We develop personalized, holistic plans that meet our clients' unique goals.</strong>

We develop personalized, holistic plans that meet our clients' unique goals.

We know no two individuals or families are the same—down to our individual attitudes about money and how we were raised—and our advice takes all these factors into account.

<strong>We treat all of our clients with the same level of respect and dedication.</strong>

We treat all of our clients with the same level of respect and dedication.

We believe in treating everyone like family—regardless of your unique financial situation.

<strong>We believe in giving back to lift others up.</strong>

We believe in giving back to lift others up.

We prioritize helping others through service and charitable giving.

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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