Biffen Investment

Prosperity through Timeless Values...

Welcome to our website! For almost 40 years, Biffen Investment Advisers has worked with residents of the southeastern Pennsylvania area through the development and implementation of intelligent, effective long-term financial strategies customized to each client's personal goals and resources. Biffen holds itself to high standards and recognizes the importance of trust and ethical behavior as part of an enduring business philosophy. A great strength of our company is that David has spent his entire career in Financial Services. He is one of only a handful of Advisers who holds a Masters Degree in Financial Planning. 

Biffen Investment Advisers has created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we want you to see the value of working with skilled professionals to pursue your financial goals. 

Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.


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Financial IQ Test

Take this quick quiz to find out your Financial IQ

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Car Affordability

How much can you afford to pay for a car?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Regain Your Individuality

When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.

Define Your Own Benefits

Everyone wants to be a happy retiree someday, but there's a big problem.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

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