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
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.
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.
Need An RFP Referee?
What is RFP Referee and How Does It Work?
The state of Pennsylvania enacted Act 44 which mandates the RFP (request for proposal) process be performed for pension services. This process involves a tremendous amount of time writing, issuing and reviewing all the proposals submitted. Many times, a municipality simply does not have the resources or time to devote to this procedure.
Christopher Englebert, Founding Partner of Englebert Financial Advisers, came up with the idea of providing an “RFP Referee” service. With 38 years of municipal pension experience, Mr. Englebert has personally answered hundreds of RFP’s for municipal defined benefit plans, including experience with Pennsylvania municipalities, townships, and burrows. His expertise positions him to be a true resource to municipalities that are issuing RFP’s for pension services.
Mr. Englebert writes the RFP with a succinct format that enables the firms responding to showcase their abilities and provide the municipality with a clear idea of what each firm has to offer. Mr. Englebert reviews each submission then interviews the respondents by phone. Following these discussions, Mr. Englebert researches the respondents’ firm, background, and checks references. He also specifically reviews their Form ADV looking for any concerns the municipality should be aware of. He then writes a concise overview of each firm with points for the municipality to consider, addressing each firm’s capabilities and shortcomings. A meeting with the municipality is then held to review the write-up and narrow down the contenders.
Mr. Englebert continues to the next step of facilitating the finals presentations. This involves scheduling in-person interviews and providing the municipality with the appropriate interview questions. After each candidate presents, Mr. Englebert gives his debriefing to the municipality. The final decision on who to hire ultimately lies with the municipality, however Mr. Englebert provides the framework to help them make the best-informed decision possible.
The full cycle of an RFP project can take 3 to 4 months to complete. This often depends on the number of respondents. If you are considering this service, please reach out, and we will send you our references for a dialog on their experience with RFP Referee.
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