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Apella’s Berwyn team is committed to building lasting relationships based on trust. We focus on each client’s unique needs and concerns, and addressing these needs through customized, comprehensive wealth management plans.
In addition to offering objective advice based on each client’s personal circumstances, we emphasize education to inform the decision-making process. Knowledge is a powerful tool for clients focused on achieving their long-term financial goals.
It’s not just about your money; it’s about helping you live your life with meaning and purpose. We are consistently curious about what makes you tick and your aspirations for the future. Together, we work on your own unique financial plan and steadily guide you through the complexities with smart, researched and precise strategies. This allows you to focus on what is most important to you so you can live your best life.
We focus on first understanding what brings you purpose and meaning in life, and then structuring financial plans and long-term disciplined investment strategies that help you live your ideal life story. Along the way we provide guidance and strategic edits to your plan as life unfolds.
You can expect responsive, personalized service that is grounded in our expertise, integrity, and objectivity. This allows you to move forward with confidence and clarity, even in an uncertain environment.
- Developing comprehensive financial plans
- Creating and managing tax-efficient portfolios that support your long-term goals
- Making sure your portfolio supports your long-term goals through investment management
- Tax-efficient investment management and distribution
- Helping you plan and prepare for educating children and grandchildren
- Helping you leave a legacy for your loved ones and your preferred charities through estate planning
- Working closely with your other financial professionals, including your CPA and Estate Attorney, to ensure an efficient and coordinated approach
- Portfolio Management
- Retirement Plan Services
- Financial planning
William Suplee, CFA®, CFP®, ChFC®, AIF®
Bill earned his bachelor's degree (Finance) from Ursinus College and his Master's of Business Administration (Finance) from St. Joseph's University in Philadelphia. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA Institute as well as the CFA Society of Philadelphia (FAPHL). He is a Certified Financial Planner (CFP®) Certificant and member of the Financial Planning Association (FPA) and is the past President of the Philadelphia Tri-State Area Chapter of the Financial Planning Association (FPA – PTSA) Bill also holds the Chartered Financial Consultant (ChFC®)) and Chartered Advisor for Senior Living (CASL) designations from the American College. In addition, Bill holds the Accredited Investment Fiduciary (AIF®) mark from the Center for Fiduciary Studies.
Bill has authored numerous investment and financial planning articles for newspapers and other industry periodicals including the Journal of Financial Planning,The Legal Intelligencer, the Main Line Times, The New Jersey Law journal, and The Daily Local. He has also been interviewed about financial matters on local and regional television as well as for Various Publications including The New York Times, The Christian Science Monitor, Investment Advisor, Retirement Advisor, and The 401(K) Advisor.
Bill is a third generation financial professional dedicated to bringing quality solutions to investors' concerns. Bill was a member of the Philadelphia Stock Exchange for twenty years and has extensive knowledge of equities, options, risk management, portfolio management, and foreign currencies. Bill has been an adjunct professor of Investments at The American College in Bryn Mawr, PA and for the College for Financial Planning.
Bill lives with his wife Mary and their daughter Juliana in Valley Forge, Pennsylvania.
Support Team
Mary E. Suplee
Mary E. Suplee is an operations manager with Apella.
Mary earned her bachelor’s degree in business administration from Juniata College and her MBA from St. Joseph’s University. She has also earned her series 65 license.
Mary started her career on the trading floor of the Philadelphia Stock Exchange as a trader, first in equity options then in foreign currency options and futures. Her experience led to several positions of increasing leadership in financial services marketing. She served as AVP of marketing for the Philadelphia Stock Exchange before accepting a position to manage marketing communications for The American College in Bryn Mawr. Prior to joining Bill’s firm, she spent six years as the director of marketing for one of the country’s most successful financial services firms.
While her marketing experience has always been centered on financial services, she has extensive expertise in strategic planning, project management, branding, advertising and all aspects of marketing communications.
Mary lives with Bill and their daughter Juliana in Valley Forge. An avid runner, she enjoys running the many beautiful trails surrounding the area.
