Quaker Wealth Management

The firm offers financial planning, investment management, and Family CFO services. The Family CFO service provides concierge-level oversight of a family's complete financial life. The website does not detail fee structures, account minimums, or whether services are offered separately or only as a bundled package.

The firm does not publicly disclose its investment committee structure, decision-making process, or specific investment philosophy beyond broad references to tailored strategies. Its technology stack, which includes eMoney for planning and Envestnet for performance reporting, suggests the use of third-party tools to support portfolio construction and client reporting.

No. The firm is not structured as a single-family office. It is a wealth management practice serving multiple external families and individuals. Even its Family CFO service is marketed to outside clients, not tied to a single source of private wealth.

The firm's single office is in Moorestown, New Jersey, and its community-oriented branding suggests a local and regional client base in the greater Philadelphia–South Jersey area. No additional offices or national footprint are indicated.

No. The firm does not publicly disclose assets under management, assets under advisement, or the number of professionals on staff. Its size and scale cannot be verified from available public sources.