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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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Disability Income Insurance

How much Disability Income Insurance do you need?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.

Social Security Outlook

If your retirement is a long way off, you might want to consider the possibility that Social Security may not provide a significant source of your retirement income. Here’s why.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

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