Who We Serve
Each of our client relationships are incredibly unique. Whether you are a professional, a retiree, a business owner, or other, we can provide you with an actionable plan, and high-level service to help you achieve your personal and financial goals.
We provide wealth management services to investors of all ages.
Our Approach Sets Us Apart
Englebert Financial Advisers is different because we take the time to design multiple financial scenarios to help you achieve true financial independence. We take a comprehensive, financial planning-led approach that considers your income, net worth, taxes, family, passive income sources, and more. By creating multiple financial planning scenarios, we can identify which decisions drive optimal outcomes. We feel that this is the only way to make well-informed financial decisions.
We firmly believe that an approach based on extensive market research is better suited to client needs. Our investment portfolios are built on decades of market study and time-tested approaches. We can then offer aggressive to conservative plan options.
Are you an investor with less than $10,000? Not a problem. We work with many individuals and families in this bracket. You do not have to be a ‘high net worth’ individual to work with a professional advisor. If you would like to learn more, you can get started with our simple 5 step process.
"We wanted to create a fiduciary investment advisory firm that specialized in smarter money management and comprehensive financial planning."
Chris Englebert, Founding Partner & Chief Investment Officer
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We're Happy To Offer The Following Services
Investment Portfolio Review
Retirement Planning (401k, 457, 403b, Defined Benefit Plans)
Life Situation Strategies (Marriage, Divorce, Death)
College Education Planning
Charitable Gifting Strategies
In-Depth Financial Planning
Estate Planning
Debt Management Guidance
Income Tax Review
Large Purchase/Large Sale Tax Planning
Review of Residential Home or Vacation Home Mortgages
Insurance Review (Annuities, Life, Disability)
Money Management
We provide different investment strategies for our clients, ranging from conservative to aggressive paths. In an effort to provide our clients with long-term portfolio success, we created an investment philosophy that focuses on three central principals:, relative strength metrics, risk management and low-cost/index management.
Financial Planning
A comprehensive financial plan should be at the core of any long-term investment plan. Investing isn’t only about growing your portfolio and achieving high returns, but also aligning your portfolio with your specific life goals. Whether it’s generating retirement income, transferring wealth to future generations, or leaving a charitable legacy, your goals come first in developing an investment strategy.
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