Englebert Financial Advisers, LLC

Overview

Englebert Financial Advisers, LLC is a fee-based Registered Investment Advisory firm headquartered in Allentown, Pennsylvania, offering personalized investment strategies and financial planning services. The firm provides comprehensive financial planning services, including portfolio management, retirement planning, estate planning, and tax guidance. They cater to a diverse clientele, including professionals, retirees, and business owners, emphasizing a fiduciary approach to ensure clients' best interests are prioritized. With a disciplined investment philosophy focusing on relative strength metrics, risk management, and low-cost/index management, Englebert Financial Advisers aims to help clients achieve financial independence through tailored strategies and ongoing support.

Investment Focus

Accredited investors preferred
Commitment to long-term investment horizon

Portfolio Companies

Praxis Precision Medicines, Inc.JFrog Ltd.Viking Therapeutics, Inc.

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Frequently asked questions about Englebert Financial Advisers, LLC

What sectors does Englebert Financial Advisers, LLC invest in?

Englebert Financial Advisers, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Pennsylvania, United States. Englebert Financial Advisers, LLC is listed as a private investment firm in the ConnectSafely investor database.