At BRG Financial, LLC, investment and asset management is the main pillar of our business. We manage client accounts on a discretionary basis and prioritize client interest through our fee-based structure. By being entrusted to be your investment and asset manager, we recognize that the success of our clients aligns with our performance as a business. Although our business follows an asset management model, there are still many overlaps with financial planning that we guide upon. Additional areas include college planning, insurance, budgeting, inheritances, tax efficient investment strategies, and more. In essence, BRG acts as a financial planning consultant when you sign up for investment and asset management services. Lastly, retirement planning is a core service BRG provides to clients. Specifically, our business works with a wide range of clients from young adults just graduating from college to retired individuals taking distributions.

Financial Advisors in Jenkintown, PA

Midstream Marketing is your go-to partner for driving growth in the financial advisory space. We specialize in helping financial advisors achieve Assets Under Management (AUM) through innovative digital marketing strategies. Our expertise extends across the most effective marketing channels, ensuring your firm stands out in a crowded marketplace.

We are a comprehensive financial planning, investment management, and insurance services firm founded by Paul T. Murray, who is an Accredited Investment Fiduciary® and a Chartered Financial Consultant®. Wealth Management services include Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Long-Term Care Planning, and much more. Our highest fee, based on assets we directly manage, is less the industry standard 1% . We also offer an Investment Management-only fee, which is a flat 0. 4% of assets we directly manage, and comes with no financial planning services. This service is offered as an alternative to Robo Advisors (e. g. Betterment, Wealthfront, Vanguard, Sofi, and other asset managers) for investors.

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Jack Shotbolt is a highly respected mortgage professional known for his dedication and expertise in the financial industry. Based in Omaha, Nebraska, Jack has built a stellar reputation as the founder and leading force behind Shotbolt Mortgage. His commitment to helping clients secure the best mortgage solutions has earned him a loyal clientele and numerous accolades throughout his career. With a deep understanding of the mortgage landscape, Jack's guidance has been instrumental in helping countless families realize their dream of homeownership. Jack's journey into the mortgage industry began over two decades ago, driven by his passion for finance and a desire to make a meaningful impact in his community. Payment Methods: Visa, MC, PayPal, Amex, Discover, Cash, Gold