20/20 Financial Group

Wealth Management & Financial Planning Services2020financial.net

20/20 Financial Group is a privately held West Chester, PA-based financial planning and wealth management partnership, founded in 1998, serving select families, entrepreneurs, and professionals in the Mid-Atlantic Region via LPL Financial and Wealthcare Advisory Partners.

Company typePrivate
Founded1998
HeadquartersWest Chester, United States
Headcount1–10
GTM typeB2C
OfferingServices

What 20/20 Financial Group does

20/20 Financial Group is a privately held financial planning and wealth management partnership founded in 1998 in West Chester, Pennsylvania, originally as Carter Shevlin Financial. The firm serves select families, entrepreneurs, and professionals across the Mid-Atlantic Region, with multi-state licensing covering 15 states for investment products and 5 states for insurance. Its core proposition is relationship-driven, hands-on financial guidance spanning investment services (bonds, stocks, mutual funds, ETFs, annuities), retirement planning (IRAs, 401(k), 403(b), 529), estate planning, small business planning (SEP IRAs, deferred comp, buy/sell agreements, group benefits), and insurance products (disability, life, long-term care). Daniel M. Shevlin (CFP, CLU, RICP) leads the firm alongside Luke W. Shevlin and Ryan P. Shevlin, with co-founder Robert J. Carter.

The firm's operating model is structured around third-party infrastructure rather than proprietary technology. Securities are offered through LPL Financial (the largest independent broker-dealer in the US), and investment advice is delivered through Wealthcare Advisory Partners LLC, a separate registered investment advisor. The client-facing technology layer is WealthVision, an eMoney Advisor-powered portal that consolidates accounts, balances, documents, and goals with daily updates and supports advisor-client collaboration. Distribution is sales-led and seminar-driven, with a 10+ year educational seminar program across Delaware and Chester counties, supplemented by a content marketing footprint (newsletters, calculators, flipbooks, videos, market commentary) and organic social presence.

Revenue mechanics are standard for a small registered investment advisor: fee-based and commission-based compensation on securities via LPL, plus insurance product commissions. No pricing tiers are publicly disclosed; services are quote-based. There are no disclosed funding rounds, acquisitions, or institutional ownership, and no AI/ML capabilities are evidenced. The business is a stable, sub-scale family-led advisory practice with a 26+ year operating history but limited signals of expansion or technology-led differentiation.

20/20 Financial Group firmographics

Firmographics

Name: 20/20 Financial Group
Legal name: 20/20 Financial Group
Website: https://2020financial.net
Company type: Private
Founded year: 1998
Operating status: Operating
Headcount range: 1–10 employees
Short description: 20/20 Financial Group is a privately held West Chester, PA-based financial planning and wealth management partnership, founded in 1998, serving select families, entrepreneurs, and professionals in the Mid-Atlantic Region via LPL Financial and Wealthcare Advisory Partners.
Ownership category
akta.pro rank

20/20 Financial Group industry classification

Industry

Product category: Wealth Management & Financial Planning Services
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Comprehensive Financial Planning (FSAEAAAA)
akta.pro secondary industries: Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)

Keywords

Financial planning services
Wealth management advisory
Retirement planning
Investment advisory services
Estate planning solutions

Where 20/20 Financial Group is headquartered

Location

Headquarters

HQ city: West Chester
HQ country: United States
HQ region: North America

Offices2 records

Markets served

20/20 Financial Group business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Securities and Investment Advisory: Securities offered through LPL Financial (largest independent broker-dealer in the US) and investment advice through Wealthcare Advisory Partners LLC. Fee-based and/or commission-based compensation models typical of registered investment advisors.
Insurance Products: Disability income insurance, life insurance, and long-term care insurance products sold to clients.

Pricing tiers

Model	Billing	Price
Other	Multi-year contract	Financial planning and wealth management services

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

20/20 Financial Group product offering

Product offering

Core offering

20/20 Financial Group is a financial planning and wealth management services firm that provides personalized advisory services to select families, entrepreneurs, and professionals. Core offerings include investment services (bonds, stocks, mutual funds, ETFs, annuities), individual and small-business financial planning, retirement and estate planning, and insurance products (life, disability, long-term care). Securities are executed through LPL Financial and investment advice through Wealthcare Advisory Partners LLC, with the WealthVision portal consolidating client financial data for collaborative planning.

Product overview

20/20 Financial Group is a financial planning and wealth management services firm offering a comprehensive suite of financial products and services. The core platform includes WealthVision for account consolidation and financial planning, supported by investment services (bonds, stocks, mutual funds, ETFs, annuities), individual and small business financial planning, and insurance products. The firm also provides educational tools including financial calculators, flipbooks, market commentary, and newsletters. Securities are offered through LPL Financial, and investment advice is provided through Wealthcare Advisory Partners LLC.

Differentiator

Problem solved

Functional benefit

Products and services

WealthVision Client Portal Secure, password-protected platform that consolidates client accounts, assets, tax documents, insurance coverage, goals, and strategic plans into a single location. Provides daily balance updates, document storage vault, and tools for advisors and clients to review financial plans together.
Investment Services Investment management services offered through LPL Financial covering Bonds, Common Stock, Mutual Funds, Exchange-Traded Funds (ETFs), Government Securities, Treasury Notes, Variable Annuity, Fixed Annuity, and Indexed Annuity for individual and small-business clients.
Financial Planning - Individual Personal financial planning services covering Qualified Retirement Plans, Traditional and Roth IRAs, 401(k) Portfolio Review, 403(b) Planning, 529/Education Planning, and Estate Planning Strategies for individual clients.
Financial Planning - Small Business Owners Business-focused financial planning services including Simple SEP IRAs, Deferred Compensation, Buy/Sell Agreements, Group Life Insurance, and Group Disability Insurance for entrepreneurs and small business owners.
Insurance Services Insurance products offered through licensed advisors including Disability Income Insurance, Life Insurance, and Long-Term Care Insurance to protect clients and their families against income loss and care-related expenses.

Companies that use 20/20 Financial Group

Customer profile

Segments3 records

Ideal customer profiles3 records

20/20 Financial Group technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature1 record

20/20 Financial Group partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered core.

LPL FinancialcoreChannel Partner/ Reseller/ DistributorPowered by LPL Financial, the largest independent broker-dealer in the United States (as reported in Financial Planning Magazine, June 1996-2020, based on total revenue). This association provides access to leading technology, resources, knowledge, and service capabilities. Securities are offered through LPL Financial, Member FINRA/SIPC.
Wealthcare Advisory Partners LLCcoreChannel Partner/ Reseller/ DistributorInvestment advice offered through Wealthcare Advisory Partners LLC, a registered investment advisor. Separate entity from LPL Financial providing advisory services to clients.
WealthVision (by eMoney Advisor)coreTechnology or IntegrationWealthVision provides a single access point to consolidate and track financial data. Platform features include consolidated planning, daily account updates, document storage vault, and advisor-client collaboration tools. All information is password protected in a secure, encrypted personal web address.

Scale indicators4 records

Recent moves7 records

Expansion highlights3 records

20/20 Financial Group competitors and assessment

Company assessment

Direct peers

Mariner Wealth Advisors: Independent national RIA providing comprehensive financial planning, investment management, and estate strategies to HNW individuals, families, and business owners — closely comparable service mix and target market.
Carson Group (Carson Wealth): Independent wealth management firm and partner network serving HNW households with holistic financial planning; directly comparable business model and client segment to 20/20 Financial Group.
Cetera Financial Group: Independent broker-dealer network hosting advisor practices that offer investment, retirement, and insurance planning — comparable IBD-channel peer to 20/20's LPL affiliation.
Commonwealth Financial Network: Independent broker-dealer and RIA supporting independent financial advisors offering comprehensive planning and wealth management to HNW households — directly comparable practice model.
Cambridge Investment Research: Independent broker-dealer and RIA supporting independent financial advisors using LPL/Cambridge-style affiliation models; peers as competing home-office platforms for advisor practices of 20/20's size.
Creative Planning: Large independent RIA offering comprehensive financial planning, investment management, tax, and estate services to HNW families and business owners — same product breadth and target client as 20/20 Financial Group, but at much greater scale.

Broad incumbents

Edward Jones: Large retail brokerage and advisory firm serving mass-affluent and HNW households with comprehensive financial planning — competes for the same families, entrepreneurs, and professionals targeted by 20/20.
Raymond James Financial: Major diversified financial services firm with a large independent advisor channel offering wealth management, retirement, and estate planning — incumbent overlap with 20/20's service offering.
Ameriprise Financial: Large diversified wealth manager with a national advisor force offering comprehensive financial planning and investment advisory to HNW clients; broader and more institutional than 20/20 but serves the same end market.

Emerging players

Personal Capital (Empower Personal Dashboard): Hybrid digital wealth manager combining a free planning dashboard (similar in concept to WealthVision) with paid advisory services targeting HNW investors — emerging competitive threat to traditional independent RIAs like 20/20.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

20/20 Financial Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

20/20 Financial Group leadership team

Management profile

Number of profiles

Profiles4 records

20/20 Financial Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

20/20 Financial Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 20/20 Financial Group

What does 20/20 Financial Group do?

Is 20/20 Financial Group a public or private company?

20/20 Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was 20/20 Financial Group founded?

20/20 Financial Group was founded in 1998. It employs 1 to 10 people.

Where is 20/20 Financial Group based?

20/20 Financial Group is headquartered in West Chester, United States, in the North America region.

How does 20/20 Financial Group make money?

Two revenue lines are on record. Securities and Investment Advisory is the primary driver. The others are insurance Products.

Who are 20/20 Financial Group's main competitors?

Direct peers on record are Mariner Wealth Advisors, Carson Group (Carson Wealth), Cetera Financial Group, Commonwealth Financial Network, Cambridge Investment Research and Creative Planning. Broad incumbents are Edward Jones, Raymond James Financial and Ameriprise Financial. Personal Capital (Empower Personal Dashboard) is listed as an emerging player.

Does 20/20 Financial Group have an API?

No public API is recorded for 20/20 Financial Group.

What industry is 20/20 Financial Group in?

20/20 Financial Group's product category is Wealth Management & Financial Planning Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.