Strategic Solutions for an
Ever-Changing Market
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.













February 2020 RIA Update
Welcome to #TradeTalks February 2020 segment with Nasdaq's Jill Malandrino. We take a look at setting return expectations for 2020.…
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February 2020 Market Update
The latest February 2020 update for your investment markets. Coronavirus = volatility...watch the entire update to learn more.https://www.youtube.com/watch?v=7SY9ALD3AuM&feature=youtu.be
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December 2019 RIA Update
Here's the final #TradeTalks segment of 2019 with Nasdaq's Jill Malandrino. This month, our very own President & CCO Jamie…
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October 2019 RIA Update
This month’s #TradeTalk segment with Nasdaq‘s Jill Malandrino covered the following: - What to do When Your Advisor Changes Firms…
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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 →
Download His App For Free Access To Tools, Market Updates, & More.
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
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?
Schedule A Complimentary 15-Minute Phone Call To Learn More