Our company was founded on the principle that a comprehensive understanding of one’s financial situation is essential to making informed decisions. We educate our clients on the key issues they will face today, and in retirement; creating guaranteed lifetime income, protecting wealth in any economy, and managing risk. Once they understand their situation better, we guide them towards the solutions they need to achieve financial peace of mind.
The Bravias Financial team is comprised of a unique group of individuals with a variety of specialties in the financial services industry. Together we work to offer customized solutions to help grow and protect your wealth. Through comprehensive wealth planning based on customized investment strategies and risk management products, Bravias Financial is uniquely qualified to help you achieve your goals.
In addition to conducting educational workshops and seminars, he frequently speaks to various organizations about wealth management and retirement readiness. Rich also invests time mentoring and educating other financial advisors across the country, sharing his philosophy and approach.
Rich, like his firm, remains completely independent. “Bravias is not owned by a bank, brokerage firm or insurance company. This independence allows us to work in a conflict-free environment and do what we feel is best for each client.” He started Bravias Financial in 2008 to help guide investors on the path towards financial security. “As an independent wealth management firm, we represent our clients rather than any one particular company. This independence is vital in delivering objective advice.” Through the years, Rich has built a reputation helping people achieve a more meaningful financial future. His holistic approach to planning is designed to address all possible financial concerns and help clients truly achieve the financial future they imagine and deserve.
Katie traded a career in banking for one in property and casualty insurance. With Bravias Financial, Katie draws from her vast experience in small business and personal lines to help countless individuals find affordable insurance that meets their needs. Katie is skilled at matching customers with the ideal carrier through her exclusive insurance network, and her goal is to provide peace of mind for our clients.
With so many options available, the annuity market can be a bit overwhelming. Wesley’s primary focus is to assist in researching and selecting the best annuity products based on the client’s unique and individual needs – income, growth or both. With access to over 50 annuity carriers, and a multitude of different types of products, he is an integral part of the team in creating income plans, or positioning annuities inside of a client’s portfolio.
Andrew provides product support and specializes in case design, underwriting and case management, all while staying informed of industry changes and new product opportunities. Andrew is a very hard worker and has a real passion for helping people. He strives every day to ensure that clients are consistently receiving top-of-the-line service, and ensures that each client is quoted the appropriate coverage and product to best meet their insurance needs.
Alecia assists us by matching clients’ needs with the best Long Term Care insurance products on the market. She has always believed in the importance of education when it comes to planning for LTC and the effect it has on one’s financial and personal long-term goals. Alecia understands the significance that accuracy and customer service plays and you can often find her on the phone with a carrier discussing a new case, or just gaining more product knowledge.
David is an Investment Advisor with Bravias Capital Group, and branch manager of the Doylestown PA branch of PA Secure Retirement Solutions. He has worked in the financial services industry since 1995 and has extensive knowledge in retirement planning, investment management and insurance planning. David designs and implements personalized strategies that can help clients reduce their overall market risk, protect their assets and maximize their lifetime income throughout retirement. His primary focus is to enhance, and ultimately preserve both his client’s wealth and their estates.
Dawn is a Managing Partner of PA Secure Retirement Solutions. Dawn a native of Doylestown Pa, has over 15 years of experience in all facets of the financial services industry. She has devoted her career and practice to focusing on individual retirement accounts specializing in retirement distributions and defensive asset allocation models. Her philosophy in handling retirement accounts is geared towards a ‘safe money’ approach so that retirement can become as stress free as possible.