The last advisor you’ll need to hire.
An independent Philadelphia firm of CERTIFIED FINANCIAL PLANNER™ professionals. No bank parent, no product quotas, no commissions — just an advisory fee paid by the people we serve.
Rankings and awards are not indicative of future performance and do not constitute an endorsement. Presilium did not pay a fee to be considered for these awards. Methodology available upon request. See full disclosures.
Figures reflect firm and aggregated client data as of Q1 2026. Not a representation of investment performance.
The advisor who pitches you is the advisor who serves you.
“We left a large institution to build the firm we wished existed. Small enough that clients know the team. Large enough that the team knows what they’re doing.”
What every year with us looks like.
Three commitments. Built into the calendar. Delivered without fail.
The Presilium Plan™
Your foundational document. A detailed financial blueprint covering cash flow, retirement, tax, estate, and equity strategy — built in the first 30 days and refined every year after.
The Stress Test™
Once a year we put your plan through the scenarios that worry you most: prolonged downturn, premature loss, long-term care, RSU cliff. We adjust the plan so confidence outlives the market.
The Monthly Check-In™
A short call with your advisor every month. Take it. Skip it. It’s there when you need it — so the call that matters most never feels like the first one.
Specialized counsel for three life moments.
Our clients share a common moment: they’ve built something worth protecting, and the next decade matters more than the last.
Approaching Retirement
Within 5–10 years of the transition. We help you stress-test the plan, sequence withdrawals, and make sure the lifestyle holds — through whatever the market brings.
Plan your transition →Corporate Executives
RSUs, ISOs, NQSOs, 10b5-1 plans, and concentrated stock. We help leaders diversify thoughtfully, manage tax, and preserve what’s been earned.
Equity strategy →Multi-Generational Families
Estate planning, generational transfer, charitable giving, and the harder work — the conversations across generations that turn a balance sheet into a legacy.
Plan the legacy →Three situations. Three plans we built.
Real moments are easier to imagine than abstract benefits. Here’s what working with Presilium actually looks like across our three audience segments.
The Situation
Tom and Linda had spent decades accumulating but had never seen the math of decumulation. Their advisor at a large bank had quarterly statements but no withdrawal plan. Healthcare bridge years (62–65 before Medicare) were the biggest unknown.
Our Partnership
We built a 30-year withdrawal sequence across all three account types, sequenced Roth conversions to manage tax through the bridge years, modeled a 2008-style market shock against their plan, and confirmed retirement at 62 was achievable with a 12% cushion. They retired in September.
The Situation
Marisol had ridden her company’s stock to a $6M+ position but was carrying single-stock risk most of her financial life was tied to. Quarterly insider windows made manual selling stressful. The tax bill on a one-time liquidation would have been punishing.
Our Partnership
We structured a 10b5-1 plan that systematically diversifies 70% of her position over 18 months, with the timing and amounts pre-set to satisfy insider rules. We coordinated her tax projections with her CPA to spread realized gains, and built a diversified core portfolio for the proceeds. She no longer watches the stock daily.
The Situation
The Hendricks had a 15-year-old estate plan that hadn’t been updated through two regulatory cycles and a generational shift. The adult children had different financial maturity levels, and the family had never had a sit-down conversation about wealth across the table.
Our Partnership
We coordinated with their estate attorney and CPA to restructure $12M across three generation-skipping trusts, established education accounts for the grandchildren, and facilitated three quarterly family meetings to set values and expectations across generations. The plan now updates annually.
These scenarios are illustrative composites and do not represent actual Presilium clients or specific outcomes. Names and identifying details have been changed. The descriptions are educational and not a representation of investment performance or guaranteed results. See full disclosures.
One source of compensation. Yours.
We’re paid through a single advisory fee, billed quarterly, calculated as a percentage of the assets we manage for you. As your assets grow, the percentage decreases. That’s the entire model.
Our specific tiered fee schedule is detailed in writing in our Form ADV Part 2A and your engagement letter — before any commitment.
We tell you everything.
Most firms hide compensation behind regulatory PDFs. We surface it.
Five steps. Refined over decades.
Listen
Active conversations to understand goals, concerns, and success.
Clarify
Translate complexity into options you can weigh with confidence.
Build
A disciplined plan grounded in your goals and time horizon.
Review
Quarterly reviews keep the plan aligned to life as it changes.
Adjust
Markets move. Lives evolve. We adapt without losing direction.
A complete view of your financial life.
Comprehensive Wealth Planning
One holistic plan integrating every account, asset, and ambition.
Retirement Planning
Cash flow, withdrawal sequencing, and the math that keeps the plan honest.
Stock Option Strategies
RSUs, ISOs, 10b5-1 plans. Tax-aware execution for concentrated equity.
Generational Transfer
Estate structuring, family conversations, and the mechanics of moving wealth.
Charitable Giving
DAFs, QCDs, and giving strategies matched to goals and tax position.
Portfolio Management
Open architecture, evidence-based. We choose what fits your situation — not what pays us a commission.
Real questions. Honest answers.
The objections we hear most — and how we’d answer them if you were sitting across the table.
What we did. And what they said about it.
“Jerry and his team enabled me to retire as planned and to be living life better than I had imagined. My family and I are extremely grateful.”KathyClient since 2005 · Retired
“I managed my own money for 35+ years. When I neared retirement I knew I needed an advisor. I’m comfortable and confident — and I can avail myself of all their ancillary services.”BlaiseRetired executive
“They have assisted me with everything from retirement and estate planning to wedding planning. Above all, they provide a sense of calm and stability in this sometimes chaotic market.”DiannaLong-time client
These testimonials are from current Presilium Private Wealth clients. Clients were not compensated. Testimonials are for informational purposes only and are not representative of all client experiences, which may differ substantially. “What we did” descriptions are illustrative summaries of the engagement and not a representation of investment performance or outcomes. See full disclosures.
A regional firm with a national bench.
Headquartered in Philadelphia since 2022. Connected to the network of CPAs, estate attorneys, and family-office specialists our clients already trust. Backed by the institutional resources of Fidelity custody and the Dynasty Financial Partners network. Independent. Local where it counts.
Phila.
Headquarters
Fidelity
Custodian
Dynasty
Partner Network
From inquiry to engaged in 21 days.
We’re transparent about the path so you know what you’re committing to — and what you’re not.
Thinking from our team.
Sequence-of-returns risk, explained without the jargon.
Why the order in which markets move matters more than the average — especially in your first five years of retirement.
When concentrated stock becomes concentrated risk.
A framework for executives weighing the comfort of holding company shares against the math of diversification.
The family meeting most people skip.
How to talk about wealth across generations — before the estate documents do the talking for you.
Three advisors. Different specialties. One promise.
Pick the advisor whose specialty maps to what’s on your mind. The same person who takes the first call will be the person who builds your plan.
Jerry Davidse, CFP®
“Best to ask me about retirement transitions, the math of confidence, and what comes after a paycheck stops.”
Book with Jerry →Brook Hart, CFP®, CEPA®
“Best to ask me about business owners preparing to exit, concentrated equity, and the moment your company becomes a windfall.”
Book with Brook →Cullen Martin, CFP®
“Best to ask me about building the plan that handles real life — the cash flow, the kids, the trade-offs, the actual mechanics.”
Book with Cullen →Not sure who’s the right fit? Use the form above and we’ll route you to the best match.
Every challenge has a solution. We’d like to hear yours.
A complimentary 15-minute conversation. No pressure, no pitch — just a chance to see if we’re the right fit. You’ll know within the first call.
See if we’re a fit →