Patricia C. Brennan, CFP^®, CFS, President

A graduate of Georgetown University and a Certified Financial Planner, Patti Brennan is different.  Not only does she provide comprehensive wealth management, she creates integrated strategies that are unique for each client.  She takes this one step further with a process that updates all financial plans each night with changes in the total portfolio.  This way cash flow, income tax calculations and retirement projections stay current and “live” instead of obsolete with market fluctuations.  

Patti Brennan is not just a number cruncher.  She strives to see the impact of the “little details” on the big picture, and communicate complex financial concepts in simple, understandable and meaningful terms:
                 

Patti has been quoted extensively in the media, (please view our Media & News page), and has been seen on various News Shows including, , (including “Squawk Box” and  “Business Center”). She has been a regular guest on Comcast’s CN8 show
 
“Your Money Matters”. 

Patti and her husband Ed live in West Chester, PA along with their 4 children.

* "Candidates for The Philadelphia Business Journal and Barron’s™ Magazine were determined by The Winners™ Circle. Candidates were valued on criteria such as assets under management, revenues, experience, and record of regulatory compliance and complaints. Candidates were further vetted based on in-depth interviews and discussions with management, peers and customers, as well as professional achievements and community involvement. The Winners™ Circle does not receive compensation from participating firms or their affiliates, financial advisers or the media in exchange for rankings. In addition to the criteria used for the Barron’s™ Article and Philadelphia Business Journal, Wealth Manager Magazine takes into consideration service to industry organizations and mentoring to others. Assets under management were used to determine rankings for Fortune. Third-party rankings from rating services or publications are no guarantee of future investment success."

* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation.

* The rankings are based on qualitative criteria: professionals with a minimum of seven years financial service experience, acceptable compliance records, client retention reports and customer satisfaction reports. Advisors are quantitatively ranked based on varying types of revenues and asset advised by the financial professional, with weightings associated for each. Additional qualitative measures include: in depth interviews and discussions with senior management, peers and customers. Because individual client portfolio performance varies and it typically unedited, this ranking focused on customer satisfaction and quality of advise. Please see www.WCorg.com for more information.

* The “Barron’s Winner’s Circle Top 1000” is a select group of individuals who are screened on a number of different criteria. Among the factors that advisors are assessed include their assets under management, revenues, the quality of service provided to clients, and their adherence to high standards of industry regulatory compliance. Portfolio performance is not a factor. Please see www.wcorg.com for more information.

Thomas Belisari, CFP^®

An alumnus of both St. Joseph’s and LaSalle Universities with a BS in Psychology and an MBA in Business, Tom has been a CFP since 1987 and served on the Board for the Delaware Valley Society of the Institute of Certified Financial Planners for seven years. As President, he oversaw the local merger of the ICFP and the IAFP into the Financial Planning Association of Greater Philadelphia. Tom was nominated and elected to the Financial Planning Association Leadership Council for three (3) years where he chaired the Communications Committee. He was a guest panelist speaking on Planning Retirement for the Intelligent Investor Conference sponsored by the Philadelphia Inquirer and Morningstar for three (3) years - 2000 - 2002. 

Tom has been featured and quoted in several publications including the Philadelphia Inquirer, American Way Magazine, Kiplinger.com, Chicago Tribune, Daily Local News, CBSMarketWatch.com, CNNFN and Investment Advisor Magazine. He has been the feature guest on the local NBC News.

His areas of experience include Investments, Retirement Planning, Budgeting, Cash Flow Analysis and Long-Term Care. Tom works closely with individuals, families and business owners, and also designs retirement plans for individual corporations.