Locust Capital is proud to announce that we have been selected again as a top advisor for the medical community by Medical Economics magazine. Medical Economics magazine is the leading business resource for doctors.
Locust Capital Management announces the opening of its West Coast Operation in Carmel-by-the-Sea, California. Locust Capital's California operation and office will be headed by Robert Ballarini, newly appointed Director of California Operations for Locust Capital.
Tom Saunders joins Locust Capital Management as a Managing Director and Head of Strategic Planning. Mr. Saunders responsibilities will include establishing the strategic direction for the firm as it embarks on mergers, acquisitions and expansion of its strong platform and foundation as a fee only Advisor.
Locust Capital is proud to announce the expansion of the firm into Pittsburgh. Joining as Managing Director to head the new office is Brian Werner, CFA®, CFP®.
We are excited to inform you that we are relocating to a larger and more functional space on September 10, 2015. Our new location is 1760 Market Street, Suite 904, Philadelphia, PA 19103.
FINANCIAL LITERACY FOR YOUNG ADULTS
April 28th, 7:00pm - Doylestown
This class will help educate young people to make informed and effective decisions with all of their financial resources and help them avoid financial pitfalls. Download PDF.
FINANCIAL EDUCATION FOR WOMEN
Thursday, April 14th - Tubby Olive
Learn more about the modern woman’s financial strategy and investment options, enjoy a cooking demonstration, and sample balsamic vinegars & olive oils at the tubby olive in Doylestown, PA. Download PDF.