The Northeastern Group

Streamlined Financial Planning For Your Future

Retirement & Financial Planning Built For You


At Northeastern Group, we stand by our clients and abide by our mission every day. As professionals who act as a fiduciary, we are dedicated to always doing what’s in the best interest of the client. Our mission is to eliminate the stress and anxiety of making financial decisions on your own.

We are committed to maintaining the highest standards of integrity and professionalism in our financial relationships with you. We seek to learn and understand your current financial situation. Most importantly, we strive to provide you with only the highest quality information, services, and products to help you reach your goals.

Meet David Kay

President & Financial Advisor

David is a graduate of Temple University, where he completed dual degrees in economics and political science. He has been advising individuals, families, and business owners on financial planning, preparedness, and growth for almost 30 years. Throughout his career, he has also developed close personal relationships with CPAs, law experts, and a host of other professionals that make up his Virtual Family Office.


David is a connoisseur of macroeconomics and an avid student of US monetary and fiscal policy. He lives in Chester Springs PA with his wife Kerry. Together, they have four children and four grandchildren.


In addition to his work as a financial planner and advisor, David is an avid traveler, studies blockchain technology, bio hacks, exercises, spends quality time with loved ones, and even hosted a local Philly financial talk show on AM radio for almost three years.

Ready to take the next step in your retirement future?


Schedule an appointment to learn more about our services and how we may be able to help you reach your retirement goals!

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