Address

1980 South Easton Rd #210
Doylestown, PA 18901

Contact

Phone: 215.348.8811

Who We Serve

Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Delivering Strategic Retirement Plan Advice in the Heart of Bucks County

Doylestown is known for its blend of rich history, strong community values, and a growing base of forward-looking businesses and institutions. At CAPTRUST Doylestown, we align our financial advisory services with the unique needs of employers in this dynamic region. Whether serving an independent school, regional healthcare system, or a mid-sized enterprise, we provide tailored strategies grounded in fiduciary discipline and a deep understanding of local market challenges. Our advisors are committed to helping organizations build retirement plans that not only perform—but also reflect the values of the people they serve.

Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

Two business people looking at a tablet in an office.
CAPTRUST
Doylestown

Our advisors work closely with you to determine a competitive retirement plan that addresses your company’s goals and objectives, driving better results for your organization. To get started, contact your local Doylestown office today and receive professional advice from the industry leaders at CAPTRUST.

Our Team

Christopher D. Kulick, Jr.

Principal,
Financial Advisor

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Paul H. Schaffer

Senior Vice President,
Financial Advisor

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Rick Shoff

Managing Director,
Advisor Group

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Sean E. Teesdale

Vice President,
Financial Advisor

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Molly Thompson

Senior Financial Advisor,
Relationship Manager

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We collaborate with clients by asking thoughtful questions, listening intently, and providing clear and actionable financial advice.
Chris Kulick

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.