About Us

Barry A. Rucks CFP®

Private Wealth Advisor

Barry A. Rucks is a private wealth advisor. Barry holds the CERTIFIED FINANCIAL PLANNER™ certification and has spent the last 25 years as a financial advisor, partnering with clients to create personalized financial plans that reflect their own unique circumstances.

Barry was brought up in the Midwest, where he enjoyed the art of the hunt while collecting pennies with his grandmother as a young child. The values of self-sufficiency and helping others he learned as a child were strengthened over many years of 4-H and gardening, where preserving the fruits of his labor helped him learn to focus on looking beyond the present and planning for the future. He continues to use these values to help his clients better understand their finances to this day.

Matthew R. Silverhardt CFP®, CFA®

Private Wealth Advisor

matt.silverhardt@lpl.com

Matthew R. Silverhardt is a private wealth advisor. In this role, he partners with clients to better understand financial management and make effective investments that are aligned with their needs and values. Matthew has been a financial planner for over 15 years, and holds the CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Financial Analyst® designation.

When he’s not working, Matthew spends time with his growing family, plays ice hockey, and volunteers with animal rights charities including the ASPCA and Penn Environment.

Leann Travis

Virtual Administrative Assistant

Leann Travis is an LPL employee and is part of the Admin Solutions program that supports multiple advisor's businesses.

She partners with Claire Reid Wealth Advisory to provide support on administrative tasks and client management functions. Leann has nine years of experience in the financial services industry. She also worked in the government assistance sector for five years as a case manager. She is dedicated to managing and guiding a seamless client experience.

PERSONAL BIO

Leann was born and raised in Lancaster, South Carolina. She has 2 children, the youngest is 16 and learning to drive. They love to travel to the beach and to the mountains to spend as much time outdoors as possible. She is a Clemson College Football fan. She has a big heart for animals of all kind. She has 2 Corgi's named Bonnie and Clyde, a miniature Dashhound named Rayne,a Persian kitty named Kai and a rescue kitten named Onyx. In Leann's free time she is exploring new recipes to cook or bake.

Steve Raymond, CFP®

Plan Manager | Paraplanning Services

Steve’s financial services career launched in 2008 where he served as a Financial Advisor and Financial Planner prior to joining LPL Financial in 2023. Steve received his Bachelor of Arts in Mathematics from the University of New Hampshire and MBA in Finance from the University of Miami. Steve earned his CFP® designation in 2011. Steve is an LPL employee and is part of the Virtual Para-planning Solutions team, where he partners with advisors to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Claire Reid Wealth Advisory.

Alex Lerch

Communications Coordinator

Alex Lerch assists our clients by sharing communication about the latest information on the economy, markets, and other happenings through our email and social media accounts.

He has worked in marketing and communications in the financial services industry for the last 10 years and lives in Allentown, PA with his wife and three children.

Claire Reid Wealth Advisory is a boutique financial services firm located in King of Prussia, PA, situated in the vibrant Delaware Valley region of the Greater Philadelphia area.

Barry A. Rucks CFP®

Matthew R. Silverhardt CFP®, CFA®

Leann Travis

Steve Raymond, CFP®

Alex Lerch

We are fiduciaries in the truest sense of the word.

We build trust through transparent service.

We are proactive partners with our clients.

We develop personalized, holistic plans that help our clients pursue their unique goals.

We treat all of our clients with the same level of respect and dedication.

We believe in giving back to lift others up.

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