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C o u r a g e

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P o t e n t i a l

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What We Do

We are Dedicated to professionally Supporting, Educating, and Providing informed direction to help our clients achieve financial peace of mind.


Learn more about what we can do for you

 

 

We Listen to You


 

We Ask the Right Questions


 

We Help You Make the Right Choices


 

We Help You Implement


 

We Ensure Accountability


ARETÉ, [ahr-i-tey]

noun - the aggregate of qualities, as valor and virtue, making up good character. In its basic sense, means "excellence of any kind" or "moral virtue". In its earliest appearance in the Greek culture, this notion of excellence ultimately progressed to “the fulfillment of purpose or function: the act of living up to one's full potential”.


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Who We Serve

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Dentists


 

Physicians


 

Retirement Plan Sponsors


 

Families & Individuals


Learn more about what we have to offer.
Connect with us today.


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How We Serve You

OUR EXPERIENCE AND TRAINING PROVIDES THE EXPERTISE TO EFFECTIVELY HELP YOU ADDRESS YOUR QUANTITATIVE AND QUALITATIVE NEEDS AS A DENTAL OR MEDICAL PROFESSIONAL. WE DELIVER ORGANIZATION, ACCOUNTABILITY, OBJECTIVITY, PROACTIVITY, EDUCATION, AND PARTNERSHIP TO HELP YOU PURSUE EXCELLENCE THROUGHOUT YOUR LIFE.

 

PRACTICE ANALYSIS

Does your practice align with your vision for it?

 

LIFESTYLE ANALYSIS

Does your lifestyle align with your vision for it?

 

INVESTMENT ANALYSIS

Do your investments support your vision for your lifestyle and your practice?

 

RISK ANALYSIS

Have you effectively mitigated the risks to you, your family, and your practice?

 

TAX ANALYSIS

Is your tax strategy effective?

 

ESTATE ANALYSIS

Does your estate strategy effectively maximize the benefits to those for whom you care?

 

RETIREMENT PLAN ANALYSIS

Are you using the optimal Retirement Plan strategy for the needs of you and your staff?

 

DISTRIBUTION ANALYSIS

Does your Retirement Income distribution assure your Lifestyle Vision for the remainder of your lives?

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Meet Our Team

Our team is committed to partnering with you to pursue Areté in every aspect of your life.

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Christopher H. Bronson CFP®, AIF®

Managing Director

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Christopher H. Bronson CFP®, AIF®

 

Chris brings 30 years of experience in dental and medical practice consulting, small business consulting, business transitions, comprehensive financial planning, and wealth management to our clients. They benefit from his extensive expertise in retirement plan design, set up, and management.

He delivers the strategies, implementation, and services that best address the needs of our clients. He helps them explore and pursue previously inconceivable possibilities for themselves, for their loved ones, for their communities, and for their spheres of influence.

Chris attended college on a full U.S. Army R.O.T.C. Scholarship, completing two years at The Citadel, before transferring to Rice University, where he graduated in 1983. He served four years on active duty as an Armor Officer in the Federal Republic of Germany.

Chris lives in the Main Line of Philadelphia with his wife.  Together, they enjoy the many cultural opportunities in the area and visit their children scattered around the world.

“I am unconditionally committed to driving a deep and meaningful relationship as a Trusted Advisor for our clients, to enable them to pursue personal and professional excellence through virtuous thought, feeling, and action.”

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Charles R. Korger, CFP®

Director Of Client Consulting

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Charles R. Korger, CFP®

 

Chuck has spent the past three decades helping clients achieve Peace of Mind in their lives.  As a Trusted Advisor, he provides them insightful, objective, and comprehensive advice.  He provides clients the information they need to make intelligent decisions about their wealth.

He uses a comprehensive, consultative approach to help clients develop solutions to implement across the varied aspects of their wealth management.  He uses this personalized approach to bring clarity to their most complex financial and life decisions.

Chuck maintains the highest standard of fiduciary duty in placing his clients’ interests first.  He is their personal guide through both calm seas and raging storms helping them consider and reflect upon what is truly important, so that he can help them achieve their desired outcome.

When not actively engaged in helping clients, Chuck enjoys spending time with his dogs Scarlet and Luna. He loves to ski and scuba dive.  He is also a member of the National Ski Patrol and spends weekends in the mountains serving as a volunteer Alpine Ski Patroller.

 

 “What truly motivates me is helping others.  Being in a position to help clients walk the path toward personal and professional excellence is incredibly rewarding.  I love to see the smiles on their faces once they have gained their Financial Peace of Mind”

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Leigh Ann Moore, MSTFP

Director of Client Service

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Leigh Ann Moore, MSTFP

 

Our Director of Client Services, Leigh Ann oversees Areté’s support of our clients to ensure a consistent and productive experience. Her passion for helping our clients is evident in her daily interactions with clients.

She brings extensive experience in comprehensive financial planning for dental, medical, and small business professionals. Her expertise in tax planning allows her to integrate our comprehensive financial planning with important tax saving strategies for our clients.

Leigh Ann graduated from Widener University with a Bachelor of Science in Accounting and a Bachelor of Arts in Spanish as well as a Certificate of Honors in General Education. She earned her Master of Science in Taxation and Financial Planning from Widener University. 

Leigh Ann resides in the Philadelphia Suburbs with her family. In her free time, she enjoys taking her family on adventures throughout the Philadelphia area as well as plenty of weekends soaking up the sun at the Jersey Shore. She’s an avid Philadelphia sports fanatic always ready to cheer on her hometown Philadelphia teams.

“I’m driven by the daily opportunities I have to make a positive impact on our clients’ personal and professional lives. Continual development of strong personal relationships with our clients support their forward progress in their comprehensive financial plan as well as facilitating the incorporation of Areté into their lives is one of the most fulfilling aspects of our work here.”

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Don't hesitate to get in touch with us.

We look forward to the opportunity to become your trusted advisor.

Phone: (610) 977-2023
Email: info@arete-wealth.com

150 North Radnor-Chester Road, Suite F-200, Radnor, Pennsylvania 19087

       

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