Business Details
13 Years
experience
Trusted Financial Advisers in Philadelphia, PA
MOR Wealth Management is a registered Benefit Corporation (B-Corp) dedicated to socially responsible investing and sustainable business practices. Founded in 2013, we specialize in investment management, legacy planning, risk management, and family financial planning tailored to high-net-worth individuals and families. Our triple-bottom-line approach prioritizes people, planet, and profit, ensuring clients achieve financial security while aligning with ethical values.As a B-Corp, we maintain rigorous standards for social and environmental impact, evidenced by 11% of profits donated to charity and 90% of investments screened for social responsibility. Our team of certified professionals brings decades of combined experience in financial planning, estate strategies, and retirement solutions, serving clients across Philadelphia and surrounding regions.
Services
Investment Management
Estate Planning
Risk Management
Family Financial Planning
Charitable Giving Coordination
Details
- Year established: 2013
Highlights and features
- We are a certified B-Corp committed to social and environmental responsibility.
- Our customized portfolios utilize public/private equity and fixed-income products.
- Team includes CFPs, CFAs, and award-winning financial professionals.
- We prioritize community impact with 100% employee volunteer participation.
- Specialized in multigenerational estate planning and tax-efficient strategies.
Associations and certifications
- B Lab
Services
Investment Management
We construct customized portfolios combining public/private equity and fixed-income products focused on risk mitigation. Our socially responsible approach ensures investments align with ethical values while pursuing growth. Clients benefit from diversified strategies tailored to their financial goals and risk tolerance.
Estate Planning
Our comprehensive estate planning includes wills, trusts, and multigenerational strategies. We specialize in tax-efficient charitable giving and asset protection to ensure smooth wealth transfer. Services address both immediate family needs and long-term legacy preservation for future generations.
Risk Management
We identify and mitigate financial risks through insurance analysis and strategic asset allocation. Our approach covers liability protection, disability planning, and property safeguards. Clients receive tailored strategies to protect wealth against unexpected personal or professional challenges.
Family Financial Planning
We develop education savings plans utilizing state-specific tax advantages for college and graduate school funding. Our strategies integrate with broader financial plans to address healthcare costs and retirement income. Clients receive guidance on optimizing education investments while maintaining overall financial health.
Charitable Giving Coordination
We implement tax-advantaged charitable giving strategies that align with clients' values. Our services include donor-advised funds, charitable trusts, and legacy giving options. Clients benefit from structured approaches that maximize community impact while optimizing tax efficiency.
People
Matthew Ramer
Principal & CEO
AIF-certified financial expert with 16+ years in wealth management. Former Morgan Stanley professional, philanthropist with 1,200+ community service hours, and aviation safety instructor. Recognized as Five Star Wealth Manager for 12 of 13 years.
Amy Killeen
Vice President, Operations
Financial services veteran with experience at Morgan Stanley and energy efficiency sectors. Lafayette College graduate specializing in operations management. Active in township economic development and environmental conservation initiatives.
Devin Rainone
Financial Planner
CFP, CFA, and CRPC-certified planner with expertise in retirement strategies and investment management. Summa Cum Laude graduate from Johnson & Wales University, specializing in customized financial solutions for high-net-worth clients.
Gregory Johnson
Financial Planning Associate
CFP and CFA charterholder with Pennsylvania State University risk management background. Focuses on creating personalized financial strategies for families and small businesses through education and collaborative planning.
Seth R. Hoffman
Retirement Plan Specialist
AIF and CPFA-certified expert in corporate retirement plan design. Former NAPA Top DC Advisor Team member with specialization in fiduciary liability reduction and employee retirement optimization strategies.
Questions
What makes MOR Wealth Management a B-Corp?
We meet rigorous social and environmental standards verified by B Lab, legally balancing profit with positive impact on employees, communities, and the planet.
Do you specialize in socially responsible investing?
Yes, 90% of our investments undergo social responsibility screening, integrating ESG factors into portfolio construction for ethical and financial performance.
What estate planning services do you offer?
We provide wills, trusts, multigenerational planning, and tax-efficient charitable strategies to preserve wealth across generations while minimizing liabilities.
How do you approach risk management?
We analyze personal, professional, and health-related risks to implement insurance and asset protection strategies that safeguard clients' financial security.
Can you help with education savings planning?
Yes, we create customized education savings portfolios leveraging state-specific tax benefits for college and graduate school funding needs.
