About Us

BobLogan.jpgRobert B. Logan
Wealth Manager

Bob graduated with a degree in Communications from Temple University. At Temple, Bob was the manager of the football team led by Hall of Fame Coach Wayne Hardin. He is a member, and Treasurer, of the Triple T Club, an elite group of lettermen. Bob spent his first years after college working in the world of college and professional sports; one of his thrills was working for the Philadelphia 76ers when they won the 1983 NBA Championship.

Bob has been a Certified Public Accountant ("CPA") for more than 35 years, having worked at a "Big Eight" international accounting firm, a regional accounting firm, at a software company, and as the President of his own firm for more than 25 years. Bob's tax and accounting clients have ranged from large multi-national companies to small local businesses and everything in between. Bob has always worked to help his clients make more money and pay less taxes.

Bob earned his Master's degree in Taxation from Widener University. Bob is also a member of the Financial Planning Association (FPA), a Certified Funds Specialist (CFS) and a Personal Financial Specialist (PFS.) As a registered representative of FSC Securities Corporation, Bob holds multiple licenses in insurance and securities.

For almost 20 years Bob has been creatively diversified into tax and financial planning. Bob helps his clients plan to achieve their financial goals by using a comprehensive review of nine Wealth Management issues which are critical to their financial well-being. Bob has always been a big believer in volunteering and giving back to the community. He has been President of the Malvern Business and Professional Association and served as an advisor to the Penn State Great Valley Small Business Incubator. Bob was active as a volunteer in the Great Valley School District and also served on the boards of several youth sports groups. Bob has been a member for many years of Overbrook Golf Club where he has served on several committees and he is currently a member of the Finance Committee. Bob and his wife Nancy have lived in the Malvern area for almost 30 years. Their three children all live in the area; each of their sons has worked with Bob in the office in recent years. Bob is a Philadelphia sports fanatic. Besides still being involved with Temple University football, Bob was an Eagles season ticket holder for more than 40 years while at times owning season tickets to the other four major sports teams. Bob still believes that his golf game would improve if he could find time to practice; as reality sets in Bob spends more time these days at the shore than on the golf course.