Let's move forward. Together

Our mission is to deliver a CUSTOM experience to each of our clients:

Our Clients entrust us to help them with all aspects of their financial needs from asset allocation or insurance to wealth structure and transfer and more.

• C- Control emotional decision making
• U- Understand and utilize volatility
• S- Sustainability of our team
• T- Transparency of fees, charges and expectations
• O- Offer a deep and broad suite of financial services
• M- Market experience

This is at the core of our practice. When you work with Custom Wealth Management Group, you get care and attentiveness of the whole team, rather than just one advisor. Together we watch over your financial strategy and communicate with you to help ensure your plan always aligns to your financial goals, no matter what may change along the way.

Start the planning conversation

Keith Householder

Financial Advisor

Chartered Retirement Planning Counselor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Keith began his career in the financial service industry in 1999. As a financial advisor, Keith and his partners focus on meeting the financial goals of clients. Utilizing UBS's state of the art tools, Keith and his partners assist clients with everything from investment management to retirement and wealth transfer planning.

Keith is a graduate of Temple University's Fox School of Business with a dual major in Marketing and Risk Management. Keith has continued his financial education by obtaining the Chartered Retirement Planning Counselor(SM) designation. Keith was also a Corporal in the United States Marine Corps, serving from 1992 to 1999.

He currently lives in Rydal, PA with his wife Anita and their four children, Holly, Grace, Sophia and Cormac.

He leads the ETF and Bond strategies in the Investment Advisory Program for the team.

Keith is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Chartered Retirement Planning Counselor(SM) and CRPC®; are registered service marks of the College for Financial Planning.
- Temple University's Fox School of Business, Marketing and Risk Management: 1997
- Chartered Retirement Planning Counselor
Stocking Works
411 South State Street
Newtown, PA 18940

keith.householder@ubs.com

Keith Householder

Stocking Works,Newtown,PA,18940
Michael Haberman

Financial Advisor

Retirement Plan Consultant
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
With over 21 years of experience in the financial services industry, Mike has built a reputation as a trusted advisor and advocate, guiding both individuals and institutions through the complexities of financial decision-making. His career began at Morgan Stanley in 2003, and in 2007 a transition to Merrill Lynch occurred, leading to 15 years of deep expertise in wealth and retirement planning. Currently, Mike co-leads the CUSTOM Wealth Management team at UBS, an 8 person group founded in 2012 with his two partners Charles Lovell and Keith Householder. As a designated Retirement Plan Consultant (RPC), specialization includes helping successful families, corporate executives, business owners, and retirement plans optimize resources to meet their financial goals.

The foundation of this work is a goals-based approach, ensuring that the strategies and advice provided are tailored to help clients make rational, informed decisions that align with their long-term objectives.

Educational background includes a dual degree in Finance and Marketing from Drexel University, where success was also found playing Division I Men's soccer. Professional designations include CRPC (Chartered Retirement Planning Consultant) and CPFA (Certified Plan Fiduciary Advisor), which deepen expertise in retirement and fiduciary advisory services.

Beyond professional commitments, involvement in philanthropy includes work with Donors are Heroes, a volunteer group affiliated with the Gift of Life Donor Program along with the other great organizations like Bringing Hope Home. Additionally, there is passion for coaching youth sports, and Mike serves as a board member of the Radnor Soccer Club (RSC) in the community Mike, his wife Michele and family reside.
- Drexel University, Finance and Marketing: 2002
- Retirement Plan Consultant
- Chartered Retirement Planning Counselor
Stocking Works
411 South State Street
Newtown, PA 18940

michael.haberman@ubs.com

Michael Haberman

Stocking Works,Newtown,PA,18940
Charles Lovell

Financial Advisor

Certified Private Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Charles has more than 18 years of experience providing financial and wealth management advice and services. He joined Merrill Lynch in 2006, coming from Morgan Stanley and transitioned to UBS in 2022. Charles focuses on wealth planning and asset management.

Charles, an Eagle Scout, who is originally from San Francisco, CA moved to the Philadelphia area after graduating from Lafayette College. Charles currently lives in Huntingdon Valley, PA with his wife Amanda and three children Charlie, Margeaux & Greenleigh. He leads the equity strategy in the Investment Advisory Program.

Charles is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
- Lafayette College, Political Science and Art History: 1999
- Certified Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor
- Accredited Domestic Partnership Advisor℠
- Certified Portfolio Manager®
Stocking Works
411 South State Street
Newtown, PA 18940

charles.lovell@ubs.com

Charles Lovell

Stocking Works,Newtown,PA,18940
Christopher Slowey

Account Vice President

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Chris Slowey is a Vice President and Partner on the team. Prior to joining UBS in 2022, Chris and the team worked with their clients at Merrill Lynch.

Chris takes a highly personalized approach to the clients he serves while channeling the resources and capabilities of the firm to craft detailed, integrated strategies across multiple disciplines including financial planning, investment management, wealth transfer, credit & philanthropy.

Chris began his career in Investment Management working for Mario Gabelli at GAMCO Investors, Inc. for 14 years. As Vice President, Chris worked with Institutional Investors, Financial Advisors and Family Offices in equity and alternative investments. Chris earned a bachelor’s degree in Finance with a minor in Accounting from Fairfield University. Today, Chris lives with his wife and their two children in Moorestown, New Jersey.
- Fairfield University, B.A. in Finance with a minor in Accounting: 2006
Stocking Works
411 South State Street
Newtown, PA 18940

chris.slowey@ubs.com

Christopher Slowey

Stocking Works,Newtown,PA,18940
Martha Harding

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Today’s investors need more than information. It takes an investment professional to put that information into context; to know you, your needs and your stage of life; to determine which strategies complement your goals so that your personal wealth management plan is suitable now and for years to come. As a trained investment professional with over 32 years of experience, Martha:

- Takes the time to learn about your individual goals and needs so that you will feel confident in the investment decisions you make
- Understands that the best investment decisions are the ones that are suitable for each individual client
411 South State Street
2nd Floor
Newtown, PA 18940

martha.harding@ubs.com

Martha Harding

411 South State Street,Newtown,PA,18940
Cindy Garrity

Team Administrator

Chartered Retirement Planning Counselor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MD
- MI
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
- Chartered Retirement Planning Counselor
Stocking Works
411 South State Street
Newtown, PA 18940

cindy.garrity@ubs.com

Cindy Garrity

Stocking Works,Newtown,PA,18940

Isabella Raspa

Senior Client Associate
View bio
411 South State Street
2nd Floor
Newtown, PA 18940

isabella.raspa@ubs.com

Isabella Raspa

411 South State Street,Newtown,PA,18940
Kiera Hennessy

Senior Client Associate
View bio
Stocking Works
411 South State Street
Newtown, PA 18940

kiera.hennessy@ubs.com

Kiera Hennessy

Stocking Works,Newtown,PA,18940

Keith Householder

Financial Advisor

Chartered Retirement Planning Counselor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Keith began his career in the financial service industry in 1999. As a financial advisor, Keith and his partners focus on meeting the financial goals of clients. Utilizing UBS's state of the art tools, Keith and his partners assist clients with everything from investment management to retirement and wealth transfer planning.

Keith is a graduate of Temple University's Fox School of Business with a dual major in Marketing and Risk Management. Keith has continued his financial education by obtaining the Chartered Retirement Planning Counselor(SM) designation. Keith was also a Corporal in the United States Marine Corps, serving from 1992 to 1999.

He currently lives in Rydal, PA with his wife Anita and their four children, Holly, Grace, Sophia and Cormac.

He leads the ETF and Bond strategies in the Investment Advisory Program for the team.

Keith is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Chartered Retirement Planning Counselor(SM) and CRPC®; are registered service marks of the College for Financial Planning.
- Temple University's Fox School of Business, Marketing and Risk Management: 1997
- Chartered Retirement Planning Counselor
Stocking Works
411 South State Street
Newtown, PA 18940

keith.householder@ubs.com

Keith Householder

Stocking Works,Newtown,PA,18940
Michael Haberman

Financial Advisor

Retirement Plan Consultant
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
With over 21 years of experience in the financial services industry, Mike has built a reputation as a trusted advisor and advocate, guiding both individuals and institutions through the complexities of financial decision-making. His career began at Morgan Stanley in 2003, and in 2007 a transition to Merrill Lynch occurred, leading to 15 years of deep expertise in wealth and retirement planning. Currently, Mike co-leads the CUSTOM Wealth Management team at UBS, an 8 person group founded in 2012 with his two partners Charles Lovell and Keith Householder. As a designated Retirement Plan Consultant (RPC), specialization includes helping successful families, corporate executives, business owners, and retirement plans optimize resources to meet their financial goals.

The foundation of this work is a goals-based approach, ensuring that the strategies and advice provided are tailored to help clients make rational, informed decisions that align with their long-term objectives.

Educational background includes a dual degree in Finance and Marketing from Drexel University, where success was also found playing Division I Men's soccer. Professional designations include CRPC (Chartered Retirement Planning Consultant) and CPFA (Certified Plan Fiduciary Advisor), which deepen expertise in retirement and fiduciary advisory services.

Beyond professional commitments, involvement in philanthropy includes work with Donors are Heroes, a volunteer group affiliated with the Gift of Life Donor Program along with the other great organizations like Bringing Hope Home. Additionally, there is passion for coaching youth sports, and Mike serves as a board member of the Radnor Soccer Club (RSC) in the community Mike, his wife Michele and family reside.
- Drexel University, Finance and Marketing: 2002
- Retirement Plan Consultant
- Chartered Retirement Planning Counselor
Stocking Works
411 South State Street
Newtown, PA 18940

michael.haberman@ubs.com

Michael Haberman

Stocking Works,Newtown,PA,18940
Charles Lovell

Financial Advisor

Certified Private Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Charles has more than 18 years of experience providing financial and wealth management advice and services. He joined Merrill Lynch in 2006, coming from Morgan Stanley and transitioned to UBS in 2022. Charles focuses on wealth planning and asset management.

Charles, an Eagle Scout, who is originally from San Francisco, CA moved to the Philadelphia area after graduating from Lafayette College. Charles currently lives in Huntingdon Valley, PA with his wife Amanda and three children Charlie, Margeaux & Greenleigh. He leads the equity strategy in the Investment Advisory Program.

Charles is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
- Lafayette College, Political Science and Art History: 1999
- Certified Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor
- Accredited Domestic Partnership Advisor℠
- Certified Portfolio Manager®
Stocking Works
411 South State Street
Newtown, PA 18940

charles.lovell@ubs.com

Charles Lovell

Stocking Works,Newtown,PA,18940
Christopher Slowey

Account Vice President

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Chris Slowey is a Vice President and Partner on the team. Prior to joining UBS in 2022, Chris and the team worked with their clients at Merrill Lynch.

Chris takes a highly personalized approach to the clients he serves while channeling the resources and capabilities of the firm to craft detailed, integrated strategies across multiple disciplines including financial planning, investment management, wealth transfer, credit & philanthropy.

Chris began his career in Investment Management working for Mario Gabelli at GAMCO Investors, Inc. for 14 years. As Vice President, Chris worked with Institutional Investors, Financial Advisors and Family Offices in equity and alternative investments. Chris earned a bachelor’s degree in Finance with a minor in Accounting from Fairfield University. Today, Chris lives with his wife and their two children in Moorestown, New Jersey.
- Fairfield University, B.A. in Finance with a minor in Accounting: 2006
Stocking Works
411 South State Street
Newtown, PA 18940

chris.slowey@ubs.com

Christopher Slowey

Stocking Works,Newtown,PA,18940
Martha Harding

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WI
- WY
Today’s investors need more than information. It takes an investment professional to put that information into context; to know you, your needs and your stage of life; to determine which strategies complement your goals so that your personal wealth management plan is suitable now and for years to come. As a trained investment professional with over 32 years of experience, Martha:

- Takes the time to learn about your individual goals and needs so that you will feel confident in the investment decisions you make
- Understands that the best investment decisions are the ones that are suitable for each individual client
411 South State Street
2nd Floor
Newtown, PA 18940

martha.harding@ubs.com

Martha Harding

411 South State Street,Newtown,PA,18940
Cindy Garrity

Team Administrator

Chartered Retirement Planning Counselor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MD
- MI
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
- Chartered Retirement Planning Counselor
Stocking Works
411 South State Street
Newtown, PA 18940

cindy.garrity@ubs.com

Cindy Garrity

Stocking Works,Newtown,PA,18940
Isabella Raspa

Senior Client Associate
View bio
411 South State Street
2nd Floor
Newtown, PA 18940

isabella.raspa@ubs.com

Isabella Raspa

411 South State Street,Newtown,PA,18940
Kiera Hennessy

Senior Client Associate
View bio
Stocking Works
411 South State Street
Newtown, PA 18940

kiera.hennessy@ubs.com

Kiera Hennessy

Stocking Works,Newtown,PA,18940

About our team

Recognized as an industry leaders

Forbes Best-in-State Wealth Management Teams, 2023
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Michael Haberman

Recognized as a Forbes Best-In-State Wealth Advisors, in 2022
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Workplace Wealth Solutions

Retirement plan services

Wealth transfer across generations

A leading global wealth manager

The unique needs of athletes and entertainers

Retirement planning

Business owners strategies

Advice for business owners & entrepreneurs

From success to succession

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What business owners need to know now to prepare for a successful sale

73% of business owners who recently sold their companies spent two years or less preparing to sell. Yet 81% said they wish they’d spent more time preparing. Gain insights from business owners who recently sold in our latest Investor Watch report, Wind in your sales.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together

Custom Wealth Management Group

Our mission is to deliver a CUSTOM experience to each of our clients:

Keith Householder

Michael Haberman

Charles Lovell

Christopher Slowey

Martha Harding

Cindy Garrity

Isabella Raspa

Kiera Hennessy

Keith Householder

Michael Haberman

Charles Lovell

Christopher Slowey

Martha Harding

Cindy Garrity

Isabella Raspa

Kiera Hennessy

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About our team

Michael Haberman

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Defining your priorities. Pursuing what matters.

Workplace Wealth Solutions

Retirement plan services

Wealth transfer across generations

A leading global wealth manager

The unique needs of athletes and entertainers

Retirement planning

Business owners strategies

Advice for business owners & entrepreneurs

From success to succession

Getting ready to exit?

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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