Donald DeMuth (CFA, CHBC, CPA/PFS, MBA)

Donald DeMuth focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Our team of professionals has extensive proficiency in wealth management, financial planning, tax consulting, and estate planning. Our breadth of capabilities enables us to effectively address all aspects of your financial life.

Medical Economics and Dental Products Report consistently named Don among their "Financial Advisers for Doctors" and "Financial Advisers for Dentists" in all their published lists since 2008 and 2011, respectively. Don was also a member of the Editorial Advisory Board of Physician’s Management magazine.

The majority of our clients are from the medical and dental communities. However, we serve people from a wide variety of professional backgrounds.

Additional Information

Donald L. DeMuth, CFA, MBA, CPA/PFS/ABV

Don received his Master of Business Administration degree from the Wharton School of the University of Pennsylvania. He obtained his Bachelor of Arts degree from Franklin and Marshall College. Don has been a licensed Certified Public Accountant since 1975 and has since earned the American Institute of CPA®'s Personal Financial Specialist designation and Accredited in Business Valuation designation for appraisal of non-publicly traded businesses. He became a Chartered Financial Analyst charterholder in 2012. Don is also a Registered Investment Advisor with the Securities and Exchange Commission.

Don has had faculty appointments to the Wharton School of the University of Pennsylvania, Pennsylvania State University, and Franklin and Marshall College, where he taught Investments and Portfolio Management courses. He wrote Physician's Gide to the Tax Reform Act of 1986 published by Medical Economics Books, Practice Options for Today's Young Physician published by the Pennsylvania Medical Society Council on Medical Practice, and 1988 Tax Planning Strategies for Dentists Featuring the Revenue Act of 1987 and the Tax Reform Act of 1986. He has authored or co-authored approximately 50 articles in medial and dental publications.

Don is a lifelong baseball enthusiast, enjoys staying in shape, and seeing his grandson.

Don was featured in a Wall Street Journal cover story in October 2017.