Phillip Beckner's Contact Details

Phillip Beckner's Company Details

Mitchell Sinkler & Starr

Philadelphia, PA, US • 5 - 9 Employees
Financial Services

Independent Investment Advisor Since 1969Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than 20 states and abroad.As Registered Investment Advisors, our sole goal is to serve our clients' interests, and our commitment to our fiduciary responsibility is absolute. We always put our clients first, and many have remained with us for generations, a testament to the quality of advice we provide and the strength of relationships we build.The Firm's services include investment management, financial, tax and estate planning, fiduciary and custodial services, and charitable gifting support.Our investment approach is highly individualized. We develop a customized portfolio for each client, separately managed to reflect the values, goals, and time horizon of that individual, family, or organization, as well as their priorities regarding ESG investing.This customized approach offers advantages including greater tax efficiency, a portfolio more precisely configured to meet the client's preferences and needs, and a more consistent approach to socially responsible investing, in which the individual selection of companies allows a true alignment with the client's values.Mitchell Sinkler & Starr takes pride in delivering high value at a low cost, protecting our clients' principal and improving their long-term results with services provided under an exceptionally competitive fee structure. We would welcome the opportunity to discuss your goals and needs and whether our strengths and services would represent a good fit.