About Us

Our Story

 

Since our inception in 1985, Schorn Wealth Management has provided a variety of financial services tailored to meet the unique needs of each client. Our mission is to apply our unbiased advice and comprehensive wealth management services to help our clients develop and implement a highly personalized investment plan that enables them to optimize their opportunities and realize their financial objectives.

 

Our strategy provides an essential framework for the accumulation, preservation and distribution of each clients’ wealth, helping to ensure that key decisions are consistent with their individual goals and values.

Who We Serve

Our clientele is comprised of affluent individuals and families, business owners, executives, entrepreneurs, and professionals.

Our Services

  • Portfolio Management

  • Risk Management

  • Trust and Estate Planning

  • Tax Planning

  • Retirement Planning

What Sets Us Apart

The Fiduciary Standard

Independent

Active Approach

Tax Planning

 
Our Team
Tom Schorn, CPA, PFS

tom@schorn.net | Phone: 610-399-1500 ext. 100

Tom graduated from West Chester University with a B.S. in Accounting in 1984 and from Widener University with a Masters Degree in Taxation in 1993.  After working for Touche Ross in Center City Philadelphia for six years, Tom decided it was time for a career change and started Schorn Wealth Management in 1989. Tom has spent the last thirty years helping clients plan for and achieve their financial goals.

Thomas Schorn II

tomii@schorn.net | Phone: 610-399-1500 ext. 110

Thomas graduated with a B.S.B.A. Business Administration with a minor in Economics from High Point University in 2018. He started with Schorn Wealth Management cleaning the office as a young boy, until four years ago when he started working part-time. He started working full time upon graduating college. He interned with Liberty Mutual Insurance in 2016 and Gartner in 2017. Thomas is currently working towards a Masters Degree in Financial Planning from the University of Georgia.

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