Entrust Financial

Entrust Financial is an independent, fee-only wealth management firm based in Wayne, Pennsylvania. They are committed to building wealth in a way that aligns with their clients' values and helps them live well. Entrust Financial is B Corp Certified, signifying their commitment to social and environmental responsibility. Their team of experienced financial advisors provide customized, holistic financial advice, including personalized investment management, comprehensive wealth planning, and full-solution 401(k) services. They serve individuals, families, and business owners, acting as their Personal Chief Financial Officer (CFO) to help them achieve their financial goals.

Entrust Financial stands out by prioritizing open dialogue and focusing on what matters most to their clients. Their advisors span generations, allowing them to connect with and understand the needs of a diverse clientele. They cultivate a culture of continuous learning and collaborate to provide the best possible financial solutions. Furthermore, Entrust is committed to giving back to the community by donating to charities of their team members' choice and encouraging volunteerism.

Entrust Financial offers employees a comprehensive benefits package that reflects their commitment to employee well-being and community engagement. Benefits include a 401(k) plan, a generous employer match, health insurance, paid time off, and the opportunity to volunteer for charitable causes. Entrust also offers a unique benefit where the company contributes two dollars for every dollar donated by an employee to the charity of their choice. This commitment to both financial and social well-being fosters a positive and supportive work environment.

Entrust Financial is an independent, fee-only wealth management firm dedicated to building and preserving wealth for individuals, families, and businesses in a way that aligns with their values and helps them live well. They believe that money is a tool that can be used to create a positive impact and prioritize their clients' best interests through holistic financial planning, astute investment management, and a commitment to social responsibility.

Entrust Financial fosters a collaborative culture that prioritizes client-centricity and continuous learning. Team members work together to develop investment recommendations and wealth planning strategies, embracing a climate of continuous learning to maximize the contributions and creativity of all. This collaborative approach aligns with their belief in "doing well by doing good" as evidenced by their B-Corp Certification, which underscores their commitment to ethical and sustainable practices that benefit all stakeholders.

Entrust Financial is a woman-founded, women-owned firm that emphasizes diversity and inclusion in its team and leadership. Recognizing the value of diverse perspectives, they bring together a multi-generational team of advisors, including Millennial, Generation X, and Baby Boomer representatives, to provide a uniquely personalized understanding of clients' needs and aspirations. This diverse team is committed to fostering a collaborative and inclusive work environment, where everyone feels valued and respected.