Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Robert Morlock

170 North Radnor-Chester Road
Radnor, PA 19087

Tel: 484.443.4023



Areas of Focus

  • Succession planning
  • Comprehensive planning
  • Tax strategies
  • Stockholder agreements
  • Business valuation strategies


West Chester University
  • Bachelor of science degree in accounting

Robert G. Morlock, CPA, CExP


Bob Morlock is a partner with more than 30 years of experience in public accounting.  His extensive experience includes providing accounting, tax, and consulting services to professional service firms, manufacturers, contractors, and medical groups.

Bob has focused on succession planning services for the past 15 years.  He assists business owners with comprehensive written plans, component planning, strategies upon ownership transfer, key employee compensation planning, operation agreement or stockholder agreement review and modification, business value maximization and protection, comprehensive tax strategies, and business owner retirement and estate planning.

  • Certified Public Accountant
  • Certified Exit Planner
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Pennsylvania Institute of Certified Public Accountants (PICPA) - Member
  • Business Enterprise Institute (BEI) - Member