At AJM Financial Group, we know that in the complex world of finance, it’s easy to focus on numbers and lose sight of what truly matters—your goals, values, and vision for the future. That’s why our approach is built around understanding your “why” just as much as the “how.” From our first meeting, we take the time to learn what’s most important to you, then create a personalized financial plan designed to support your needs, wants, and lifestyle.

Led by Anthony Mascherino, a trusted financial advisor with over 25 years of experience, we specialize in retirement planning, Social Security optimization, wealth management, annuities, and life insurance. Since 2015, Anthony has shared his expertise through Social Security workshops, helping clients make informed decisions and navigate their financial journey with clarity and confidence.

Rooted in Chester County, Pennsylvania, we’re proud to serve our community with the guidance and strategies needed to protect and grow your wealth. Beyond creating your initial plan, we’re here for the long term—providing ongoing support to help you achieve financial security and enjoy the future you’ve worked so hard to build.

Our Guiding Values

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Clarity

We believe financial confidence comes from understanding. That’s why we explain every step, ensuring you know exactly how your plan works and why it’s right for you.

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Personalization

Your goals are unique, and your financial plan should be too. We tailor strategies to fit your needs, lifestyle, and vision for the future.

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Commitment

We’re in this with you for the long haul—offering ongoing guidance to help you adapt, grow, and thrive through every stage of life.

Your future deserves more than guesswork—it deserves a plan. 

Let’s start building the financial security you’ve always envisioned. 

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