Nathan Kangpan
Founder & Lead Advisor
Hi! I’m Nathan, an independent, fee-only financial advisor based in Gwynedd Valley (right by Ambler). I help mid-career professionals and young families make the big money, career, and family decisions of their 30s and 40s. I focus on serving Philadelphia and the surrounding suburbs from the Main Line all the way up to Doylestown and New Hope.
I specialize in working with mid-career professionals and young families.
Here are some of the more common goals I help local Philly families with:
- Figuring out how one spouse can step back from a corporate career to focus more on raising a family
- Balancing saving for retirement, college, that home renovation and everything in-between
- Reducing your taxes through more proactive tax planning and tax-efficient investing strategies
- Diversifying your portfolio beyond stocks and bonds into real estate and other asset classes
Pricing
I believe financial services should be priced clearly and transparently. My services are priced on a flat-fee basis, not an ongoing percent of everything you own. And no hidden fees or commissions.
My most popular services are:
- 360 Financial Tune-Up | Just $999: if you want a one-time financial plan along with an audit of your investment portfolio and tax strategies. Learn More.
- Comprehensive Wealth Management | Starting at $599/mo: if you want a dedicated advisor to provide you with ongoing financial planning, investment management, and tax optimization
As a fee-only fiduciary I want clients to know when I make a recommendation it’s because I think it’s the right thing for them, not because I somehow get paid on the back end.
Ready to chat?
Most people come to me when they’re thinking through a specific goal or challenge, and often a mix of both. Reach out for a complimentary intro call to talk through whatever financial question or decision you’re thinking about.
We’ll spend 30 minutes together talking through what’s on your mind and I’ll let you know if I think I can help. Either way, I love meeting new people in the area whether we end up working together or not.
Request an Intro Call
Submit your email below and I’ll reach out to you.
More About Me
We moved to the area in 2020 after falling in love with all the small towns, parks, and easy access to everything Philly has to offer. We spend our weekends exploring local breweries and towns with our two kids and Border Collie.
I’m also a big supporter of education and financial literacy, serving on the Board of Directors at Gwynedd Friends School and regularly donating to the Philly Financial Scholars.
Let’s stay in touch:
- Check out The Tradeoff, my free newsletter I send out every other week covering the client stories, strategies, and ideas for living a more intentional financial life in your 30s and 40s
- Check out my LinkedIn where I regularly post about the research and strategies I’m developing for my clients