LOCAL, EXPERIENCED

Serving the Doylestown community and beyond

For more than 20 years, Reiner Financial Group has provided financial planning and independent, objective advice to individuals, families, and businesses. Our founder, Bill Reiner, and colleagues, are committed to building long-term relationships based on collaboration, trust, and professionalism.

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LOCAL, EXPERIENCED

Serving the Doylestown community and beyond

For more than 20 years, Reiner Financial Group has provided financial planning and independent, objective advice to individuals, families, and businesses. Our founder, Bill Reiner, and colleagues, are committed to building long-term relationships based on collaboration, trust, and professionalism.

SCHEDULE A VISIT WITH US

BILL REINER, CFP®, ChFC®

Founder and President

I love providing advice and guidance to help my clients
build their financial future.

I love providing advice and guidance to help my clients build their financial future.

  • 28 years in the financial industry
  • CERTIFIED FINANCIAL PLANNER™ & Chartered Financial Consultant®
  • Adjunct professor in Finance & Leadership
  • Private pilot
ABOUT BILL

Pieter Lamley

Wealth Advisor

Getting on the right path toward your financial goals
isn’t as daunting as you might think.

Getting on the right path toward your financial goals isn’t as daunting as you might think.

  • Brings financial advice and experience in asset protection
  • Retirement planning, investment management, tax strategies, and estate planning
  • Insurance background serving high-net-worth clients
  • Willow Grove Rotary Club Environmental Action Committee volunteer
ABOUT PIETER

Jeffrey L. Bish, CFP®, ChFC®

Financial Advisor

I can help you define your long-term investment objectives and build a personalized investment strategy to help you achieve them.

30 years of experience

  • Estate planning
  • Managed asset plans
  • Investment portfolio analysis
  • Retirement planning
ABOUT JEFFREY

karen bernard

Planning Assistant

We want every client to feel like they’re our only client.

  • 15 years of financial service experience
  • Formerly registered sales assistant EF Hutton, Paine Webber
  • Brings impeccable client service to independent advisors
  • Lives in Jamison and has three children
ABOUT KAREN

Helen M. Morekin

Assistant

I’m focused on providing efficient and effective support to ensure smooth client service.

  • 14 years of financial services experience
  • Financial advisor support
  • Client-centered approach
ABOUT HELEN

OUR COMMITMENT TO YOU

We know that planning for the future can be stressful, and we do our best to put you at ease. We are independent advisors, here to listen to your needs. We’ll provide you with thoughtful advice tailored to your specific goals and objectives. We serve with integrity and adhere to the highest professional standards in the industry.

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