Our Firm

20/20 Financial Group was formed as a partnership between Robert J. Carter and Daniel M. Shevlin in 1998 under the name Carter Shevlin Financial.  The firm is headquartered in West Chester, PA but serves clients throughout the Mid-Atlantic Region.

The professionals at 20/20 Financial Group are associated with LPL Financial, the number one independent broker/dealer in the country, based on total revenues as reported by Financial Planning magazine, June 1996-2019. This association allows the professionals at 20/20 Financial Group to provide our clients with some of the latest technology, resources, knowledge, and service.

Powered by LPL Financial, the largest independent broker-dealer* in the United States, allows 20/20 Financial Group the freedom to provide you with some of the best technology, resources, knowledge, and service. For over 10 years, 20/20 Financial Group has been educating the public on investments and retirement planning with seminars throughout the Delaware and Chester counties. Together, Bob and Dan are dedicated to ensuring your financial stability during this tumultuous economy and beyond.

* As reported in Financial Planning Magazine, June 1996-2019, based on total revenue

Our Commitment

Our staff consists of experienced professionals with a “hands-on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (610) 701-0499.

Meet Our Team