Englebert Financial Advisers

Overview

Englebert Financial Advisers is a premier financial advisory firm located in the heart of Allentown, Pennsylvania, dedicated to providing personalized financial guidance tailored to meet the unique needs of each client. With a commitment to helping individuals and families achieve financial security, Englebert Financial Advisers offers a comprehensive suite of services designed to navigate the complexities of the financial landscape. Their client-centric approach ensures that every strategy is built with the client’s goals and aspirations in mind, empowering them to attain true financial independence.

Services/Products

At Englebert Financial Advisers, clients can expect a range of financial services that cater to various life stages and financial situations. The firm specializes in:

• Investment Management: Utilizing a disciplined investment philosophy, Englebert Financial Advisers employs researched-based strategies to manage portfolios, ensuring that investment decisions are made with clarity and purpose.

• Retirement Planning: Whether clients are just starting their careers or nearing retirement, the firm provides tailored retirement strategies that focus on maximizing savings and ensuring a comfortable future.

• Wealth Management: Englebert Financial Advisers offers comprehensive wealth management services that include asset allocation, manager selection, and ongoing portfolio evaluation to meet clients' evolving needs.

• Municipal Finance Advisory: With a strong focus on Pennsylvania Municipal Defined Benefit Plans, the firm helps local governments and organizations navigate investment returns and meet actuarial assumptions effectively.

• Educational Resources: Englebert Financial Advisers is committed to empowering clients through knowledge. They provide educational seminars, market updates, and insightful resources to keep clients informed about their investments and the financial market.

Experience/History

Founded by Chris Englebert, who began his financial career in 1984 with E.F. Hutton, Englebert Financial Advisers has built a solid reputation for excellence over the years. Chris’s extensive background in institutional managed accounts and his commitment to fiduciary responsibility have shaped the firm’s approach to financial advising. With decades of experience in investment consulting and a profound understanding of Pennsylvania’s municipal finance landscape, Englebert Financial Advisers has cultivated a deep expertise that clients can trust.

Chris's involvement in the financial industry includes being a founding member of the Association of Professional Investment Consultants (APIC), which showcases the firm's dedication to maintaining the highest standards of financial consulting. His proactive efforts during the 2008-2009 global financial crisis further illustrate the firm’s commitment to educating stakeholders about effective financial management. Together with his partner, Jamie Englebert, the firm continues to prioritize exceptional client service and transparent communication.

Location/Service Area

Englebert Financial Advisers proudly serves clients primarily in the Lehigh Valley region and surrounding areas of Pennsylvania. Their office, strategically located in Allentown, allows them to be accessible to a diverse clientele, including individuals, families, professionals, and local government entities. The firm’s local focus enables them to understand the specific financial needs and challenges faced by residents in the area, ensuring that their services are not only relevant but also impactful.

Special Features

What sets Englebert Financial Advisers apart is their unwavering commitment to transparency and fiduciary responsibility. As a fee-based Registered Investment Advisory firm, they prioritize the interests of their clients by ensuring that there are no hidden fees or commissions. Clients can expect straightforward fee structures and clear communication regarding their investments.

Additionally, Englebert Financial Advisers emphasizes an engaging and personalized financial planning process. They believe that financial planning should not be a mere formality but a collaborative journey towards achieving personal and financial goals. The firm’s innovative use of technology, including a dedicated mobile app, offers clients easy access to tools and market updates, enhancing their engagement and decision-making capabilities.

With a focus on ongoing education and support, Englebert Financial Advisers provides regular market updates and insights directly from their Chief Investment Officer, Chris Englebert. This dedication to keeping clients informed highlights their belief that an educated client is a confident client.

In summary, Englebert Financial Advisers stands out in the financial advisory landscape by offering a blend of expertise, personalized service, and a commitment to transparency. Their approach not only helps clients navigate their financial journeys but also empowers them to achieve lasting financial security and independence.