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Meet Our Team

Over 100 Years of Combined Experience
At Your Fingertips

Our team values collaboration, empathy and education. That is why we’ve built a group of knowledgeable professionals who are dedicated to helping clients identify, work toward and pursue their financial goals.

At our firm, we have the client—and only the client—in mind.

We want you to feel good about who you partner with during the planning process. That’s why we put an emphasis on our commitment to excellence and ongoing education. Our team holds several important industry credentials including:

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC)
  • Accredited Investment Fiduciary (AIF)
  • Master of Business Administration (MBA)
  • Registered Investment Advisor
  • Pennsylvania and New Jersey Insurance Licenses

Michael W. Delorey

President

215.627.7000

mdelorey@prismfinancial.com

As president of Prism Financial, Michael DeLorey brings over 40 years of industry experience to our firm. Along with Adam and Tom, Michael focuses on providing objective and cost-effective guidance that helps meet his clients’...

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Adam J. Kaufer

Vice President

215.515.3953

akaufer@prismfinancial.com

With over a decade of experience, Adam Kaufer, CFP® serves as the vice president and a financial advisor at Prism Financial. His focus is on identifying opportunities for firm growth while nurturing his relationships with current...

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Thomas G. Miksis

Financial Advisor

856.673.0310

tmiksis@prismfinancial.com

Thomas Miksis is an associate at Prism Financial who offers clients sound tax, estate and retirement planning services. With over 52 years of experience in the finance industry, Tom brings an immense amount of experience to our...

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From Serving the Nation<br/>To Leading You Toward Financial Freedom

From Serving the Nation
To Leading You Toward Financial Freedom

Our founder, Michael DeLorey and firm partner Adam Kaufer are proud Navy and Army veterans, respectively. In the work they do at Prism, they each strive to follow the values they learned serving our country when working with clients one-on-one.

Strong leadership, service to others and dedication to everything we do - that’s what you can expect from us.