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.

Nicholas Porretta CFP®

Private Wealth Advisor

Nicholas P. Porretta is a Private Wealth Advisor, who holds the CERTIFIED FINANCIAL PLANNER™ certification. Nick has spent his career as a financial planner, as well as an independent investor, which allows for a client-focused financial planning experience with hands-on market experience.

Outside of wealth advisory, Nick is a dedicated husband and father to two young daughters who love spending time together cooking meals year-round, and making the most of his summers at the beach and growing fresh produce in their garden. These experiences reinforce the values of patience, consistency, and long-term thinking; principles that carry over into both his personal life and professional approach.

Andrew DeMedici

Paraplanner

andrew.demedici@lpl.com

Andrew serves as Claire Reid Wealth Advisory’s Paraplanner, where he plays a pivotal role in crafting and implementing tailored financial plans. He provides invaluable support to the team through in-depth data analysis and the development of strategic financial solutions that help clients achieve their long-term goals. A graduate of University of Delaware, Andrew holds a degree in Finance with focus on Financial Planning & Wealth Management.

Outside of work, Andrew enjoys quality time with his family, as well as outdoor activities such as fishing and beach days. A passionate sports fan, he roots for the Pittsburgh Steelers and New York Yankees.

Kimberly Lancaster

Office Manager

kimberly.lancaster@lpl.com

Kimberly Lancaster serves as the Office Manager at Claire Reid Wealth Advisory, where she oversees daily operations and fosters strong, lasting client relationships. Her background includes advanced degrees in both Vocal Performance and Contemporary Art, disciplines that have shaped her meticulous attention to detail and commitment to excellence in a client-facing environment.

Outside the office, Kimberly is a devoted mother to toddler twins who keep life joyful and full of wonder. She has a passion for herbalism, gardening, and antiquing—pursuits that reflect her love of nature, history, and beauty in everyday life. Whether tending to her garden or exploring old markets for hidden gems, Kimberly brings curiosity and care to everything she does.

Claire Reid Wealth Advisory is a boutique financial services firm with locations in Doylestown, and 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®

Nicholas Porretta CFP®

Andrew DeMedici

Kimberly Lancaster

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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