Brandon Friday

Brandon Friday

Vice President

Phone: (215) 640-3843
Fax: (215) 569-2680

Focused on the firm's core retirement planning practice and employee financial education initiatives, Brandon is passionate about helping others achieve fiscal success through financial literacy. Brandon works closely with the firm's individual and small business clients to draft comprehensive retirement plans and address employee benefit needs.

Advising high net worth clientele, non-profits and small to mid-size businesses, Brandon delivers sophisticated solutions that meet the needs of the firm's extensive client base.

Having been raised around his family's multigenerational business, Brandon understands the challenges facing small businesses as they grow and seek to prosper.

An active member of the National Association of Insurance and Financial Advisors, a five-year industry veteran and top performer at his previous post, Brandon brings dedication and passion to his work at the firm.

He is a graduate of Bucknell University where he earned a Bachelor of Science in mechanical engineering. During his time at the university, Brandon was a varsity athlete with the school's football program.


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