Looking For A Financial Strategy In A Volatile Market?
We run a tactical strategy for our clients.
We implement this strategy in our 401k and 457 plans. On December 23rd, 2019 our tactical strategy adjusted 100% to money market funds. Our risk indicators were elevated, and by selling stocks and moving into cash, we reduced our clients’ overall risk.
Paperback Edition Now Available!
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This book is our suggestion for every officer!
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 19, 2021
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January 22, 2021
Englebert Financial Advisers Founding Partner & CIO @CEnglebertRIA joins @JillMalandrino on @Nasdaq #TradeTalks to discuss how RIA firms will fare in a return-to-normal world and managing client expectations along the way. https://t.co/UfSv9SswHT
— TradeTalks (@TradeTalks) January 22, 2021
Englebert Financial Advisers CIO @CEnglebertRIA joins @JillMalandrino on @Nasdaq #TradeTalks to discuss the three areas clients are most concerned about and how financial advisers are working with them. https://t.co/f5QbyMstlW
— TradeTalks (@TradeTalks) September 25, 2020

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…
Read MoreAchieve Financial Freedom
Be free and live the life that you want. We can help you achieve true financial independence. Because planning for your financial future is what we love to do.

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
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