Our Mission

We aim to lead our clients on their journey to financial success, fostering long-term relationships built on trust, integrity, and a commitment to providing exceptional service.

Get to know us

Brian J. Ward, CFA

Founder, Senior Partner

30 Years of Experience

Prior to founding Longford Wealth Management, Brian was Managing Partner and Head of Advisor Services at Chartwell Investment Partners. As a member of Chartwell's Executive Committee, he directed all aspects of the firm's Intermediary Business. His previous experience includes senior roles as Executive Director at UBS, where he served as Director of Institutional Investment Consulting and Senior Vice President at Morgan Stanley where he served as Divisional Sales Director. Brian started his investment career at Morgan Stanley as a Technical Analyst providing expertise in asset allocation, investment selection and performance reporting. He holds the Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designations and is a member of the CFA Institute and the CFA Society of Philadelphia.

Education

B.S. in Business Administration from the University of Delaware
MBA in Finance from the University of Delaware
Investment Advisor Registered
FINRA Series 7, 63
Chartered Financial Analyst™ (CFA)
Certified Investment Management Analyst™ (CIMA)

Ron Madey, CFA

Chief Investment Officer

Ken Kideckel, CFA, CFP

Portfolio Manager

Jim Krause

Chief Compliance Officer

Shantese Smithers-Alexander

Marketing Director

Rachel Toler

Client Service Specialist

Our Partners

Longford Wealth has partnered with Wealthcare Advisory Partners, LLC, a Registered Investment Advisor with over five billion dollars under management. Wealthcare has a robust model driven platform that has been market tested and refined over the past fifteen years.

Reach out to us and let us help you achieve your financial dreams and independence.

Brian J. Ward, CFA

Senior Partner

111 W. Main Street, Suite 200, Middletown, DE 19709

Investment advisory services are offered by Wealthcare Advisory Partners LLC dba Longford Wealth Management.

Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.

Longford Wealth Management and Wealthcare Advisory Partners LLC are not affiliated.

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