Looking For A Financial Strategy In A Volatile Market?
We run a tactical strategy for our clients.
Paperback Edition Now Available!
AS SEEN ON
"This book is our suggestion for every officer!" - Chris Englebert
This book is a strategic roadmap designed to help Pennsylvania police officers achieve financial security for themselves and their families, regardless of where they are in their career. Being a police officer is one of the toughest professions, but navigating their financial journey shouldn’t have to be as hard.
May 21, 2021
May 15, 2021
April 30, 2021
April 9, 2021
Wealth Management Firm Headquartered in the Lehigh Valley
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Meet Chris Englebert
Chris began his career in 1984 with E.F. Hutton, utilizing their institutional managed accounts program through the Consulting Group to place institutional and high net worth clients with professional money managers. Learn more →
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The Do's and Don'ts
Releasing a Request for Proposal (RFP) for your Municipal Defined Benefit Pension Plan? We can help you navigate the landscape.
How We're Different
Transparent & Simple Fees
As a fiduciary advisor, we never earn commissions, fees, or kickbacks on your investments. You will know exactly what your fees are, and how well you are performing.
Researched Based Investing
We never make an investment decision on a hunch. We follow our disciplined investment philosophy.
We Go The Extra Mile
We believe financial planning should be an engaging process to help you achieve your financial and personal goals, not just a formality.
Monthly Expert Market Updates
Receive succinct market updates straight to your inbox from Founding Partner & Chief Investment Officer Chris Englebert.
A Few Examples Of Who We Work With
Professionals
Jason and Anita are both working professionals in the Lehigh Valley. One works at Lehigh Valley Hospital and the other works at a biotech start-up. They are concerned about retirement planning, college costs for their children, and taking care of their aging parents.
Near/At Retirees
Janet and Louis are one year from retirement and they want to know how to best position themselves for success. Their big questions are, “Should we downsize our home? When should we file for social security? Will our funds be enough for a long retirement?”
Business Owners
Shelly is a business owner that employs 11 individuals. She started her business 25 years ago and would like to retire soon. Her primary goal is to create an exit strategy where she can successfully sell the firm to her daughter while financially benefiting both individuals.
NEED AN RFP REFEREE?
Mr. Englebert has personally answered hundreds of RFP’s for municipal defined benefit plans
We "All" Have One
Has Your Residential and/or Vacation Home Mortgage Recently Been Reviewed?
Schedule a free 15-minute phone call where we introduce ourselves to each other, and answer your high-level mortgage questions.
How We Work
We have a straight-forward fee structure which is always disclosed to the client
We act as a fiduciary-always acting in the client's best interest
They will create a simplified financial plan, often ignoring important 'what-if' scenarios
We are able to invest in what is most appropriate for the client.
READY TO TAKE THE NEXT STEP?
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