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Modern Wealth Management

We approach Wealth Management with a focus on investments. We bring a diverse experience set steeped in investment management, entrepreneurial spirit, and unique vision. Our partners have led successful efforts ranging from asset management to fintech and even blockchain. Using this diverse background we help families and individuals build, grow, protect and share their wealth both now and in the future.

Addison at a glance

Addison Capital is a Registered Investment Advisor (RIA) that is privately owned and managed. We value our independence and ability to provide unbiased financial advice. As a fiduciary, we sit at the table next to you, helping you make intelligent investment decisions to achieve your goals.

Its founder, Michael Church, leads Addison Capital. Michael brings a wealth of experience in investing and business. Michael, with a prior firm, co-managed a 5-Star Morningstar-rated Mutual Fund at the age of 27. Shortly after, he founded Addison Capital in 2008 with a vision to work with select families and individuals to build and grow wealth together. In 2016, he founded Nest Egg, a fintech that provides technology-enabled advice to Banks and Credit Unions customers. Using his collective experience, Addison Capital delivers a truly unique client experience and value proposition.

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Addison Capital

20 Ash St
3rd Floor
Conshohocken, PA 19428

info@addisoncapital.com
+1 (215) 563-6919

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