ENGLEBERT FINANCIAL ADVISERS

Located in the Lehigh Valley, Englebert Financial Advisers provides portfolio management services and custom financial plans for investors of all ages. We are a fee-based Registered Investment Advisory firm that acts as a fiduciary for our clients. We pride ourselves on providing an easy-to-understand business model, fee transparency, and excellent client service... Our team of financial professionals is here for one purpose: provide excellent service, portfolio management, and financial plans... The team left the wirehouse in 2014 to become independent as a Registered Investment Advisor. The Englebert Team focuses on Pennsylvania municipal finance (DB plans, DC plans, DROP accounts), as well as servicing individuals from those just starting out to the high-net-worth. Jamie is also a Pennsylvania Notary Public.

Also known as: Englebert Financial Advisers, LLC

Primary location: Allentown United States