Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Timothy P. Cawley
Owner/President
Tim has over 15 years of experience as a Wealth Planning Advisor and is the owner of Cawley Wealth Management. Tim specializes in collaborating with individuals, couples and business owners to create financial & protection strategies by providing independent, unbiased advice and solutions to help meet client’s needs. Currently, Tim proudly manages over $230million in assets for many clients across the United States.
Tim has obtained FINRA Series 6, 7, 63 & 66 securities registrations, the CRPC (Chartered Retirement Planning Counselor) designation along with various states securities & Life/Long Term Care Insurance licenses. Tim obtained his bachelor’s degree in Management/Marketing in addition to an M.B.A. in Finance.
Prior to becoming a Wealth Planning Advisor, Tim was a career Firefighter/EMT in Philadelphia, where it was instilled to “Hope for the best but you better be prepared for the worst!” which is directly relatable to financial planning. This work as a first responder, and passion for helping others carried over to Tim’s role as a wealth planning advisor today.
Tim’s motto is: PLAN, PROTECT & PROSPER.