Englebert Financial Advisers, LLC

Christopher Englebert is a financial advisor at Englebert Financial Advisers, LLC in Allentown, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at Beirne Wealth Consulting Services, LLC from 2014 to 2019 before joining his current firm in 2019. Englebert Financial Advisers serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, offering portfolio management, financial assessments, consulting, and ERISA plan services. The firm’s investment approach uses relative strength analysis with model portfolios ranging from conservative to aggressive, combining fundamental, technical, and cyclical analysis, and incorporates third-party advisers and risk-management tools, including options and derivatives in separately managed accounts.

Andrew Gaines is a financial advisor at Englebert Financial Advisers, LLC in Allentown, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at RAF Equity, Campania International, and Bear Creek Mountain Resort, as well as teaching experience at Muhlenberg College and Emmaus High School. Englebert Financial Advisers serves a diverse client base including individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm uses a relative strength investment approach with model portfolios ranging from conservative to aggressive and incorporates fundamental, technical, and cyclical analysis alongside risk management tools.

Jamie Englebert is a financial advisor at Englebert Financial Advisers, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Beirne Wealth Consulting Services, LLC from 2014 to 2019. Englebert Financial Advisers provides portfolio management, financial assessments, consulting, and ERISA plan services to individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm uses a relative strength analysis approach with model portfolios and integrates fundamental, technical, and cyclical analysis, offering fiduciary services and educational programs alongside held-away account management.