About Us

Polton Financial was founded by Edward Poltonowicz in 2001. We are now celebrating our 22nd year and look forward to many more. We are proud to serve over 3000 local families and more than 400 businesses in the Bucks and Montgomery County areas.

We offer a broad range of services for business owners, individuals and professionals. Our rates are affordable and our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. We’re experienced and we’re friendly. Our high standards, responsive service and specialized staff are the real difference between our firm and the rest.