About us

Secure Retirement Strategies brings together professionals with diverse expertise and experience whose mission is to help those who seek financial security enjoy their retirement.

We listen to our clients and develop customized solutions to meet their financial objectives. While there are no absolutes, we believe the financially sound retirement should weigh much more heavily towards guarantees and certainties than hopes and good intentions.

We are an independent firm with no allegiance or responsibility to anyone but you. While the full range of financial services and products are available to create a safe, secure financial plan, we only use those products and strategies that best meet your goals. Every person and family is different, so each financial plan is tailored and custom-fit.

We pride ourselves in not only treating our customers with the utmost respect and like our own family, but also following strict ethical and moral guidelines in our practices. We are an official registered member of the National Ethics Association that follows an Ethics Pledge.


“To inform and develop relationships with individuals and families who are concerned about financial and estate protection during retirement.”

We are a trust-based financial firm that doesn’t believe in the typical sales tools used by many companies today. Our goal is to provide families with an informative experience in a low pressure environment.


marc smith  michael neft  lou aarons  merrick smith


Secure Retirement Strategies Office Locations


Doylestown, PA–Main Office

196 West Ashland St
Doylestown, PA 18901


King of Prussia, PA

630 Freedom Business Center Drive
3rd Floor
King of Prussia, PA 19406


West Lakes/Malvern, PA

Three Westlakes 1055 Westlakes Drive
3rd Floor
Berwyn, PA 19312


Blue Bell, PA

5 Sentry Parkway
2nd floor
Blue Bell, PA 19422

Fort Washington, PA

500 Office Center Drive
Suite 400
Fort Washington, PA 19034


Newtown, PA

12 Penn Trail
Newtown PA 18940


Princeton, NJ

116 Village Blvd #200,
Princeton, NJ 08540


Saucon Valley, PA

3477 Corporate Parkway
Suite 100,
Center Valley, PA, 18034