480 Pennbrook Parkway,
We properly structure your investments to support your most important goals. We help you see the big picture, understand your asset allocation, and evaluate investment risk. We will identify opportunities to reduce investment expenses and to lower taxes. Your portfolio is monitored on an ongoing basis and evaluated for its success in achieving your financial goals. While we cover a multitude of other factors, this starting point ensures that we recommend the appropriate investment vehicles that may help you reach your financial goals.
Certified Financial Planner™, Certified Financial Fiduciary®, MBA, CFS®
Brian Walsh, Jr. is the Founder and Managing Partner of Vested Advisors. He is also a Partner in The Ascent Group, which is a Registered Investment Advisory (RIA) firm managing over $2.5 Billion of assets. His professionalism in the financial services business focuses on comprehensive financial planning, fee-only fiduciary advice, investment management, risk management, and ESG investing.
Brian is a CERTIFIED FINANCIAL PLANNER™ and holds the esteemed Certified Financial Fiduciary (CFF) and Certified Fund Specialist (CFS) designations. Additionally, he is Finra Series 7,6,63,65, Life and Health Insurance Licensed. Brian earned his MBA in Finance and Portfolio Management from Syracuse University’s Whitman School of Management. He received his undergraduate degree from Cabrini College in Radnor, Pennsylvania.
Brian understands that each client has a different set of goals and objectives, which is why he takes a comprehensive approach to financial planning. Brian works diligently with his clients to understand their needs which helps him build a custom financial plan unique to their individual goals.
Brian has been featured in outlets such as CNBC, the Wall Street Journal, Bloomberg, MarketWatch, among others, for his insights on market and economic outlooks and strategies to help maximize financial planning outcomes.
Before his career in Finance, Brian was a Police Officer in Prince William County, Virginia. Brian was nominated as squad leader by his peers and led responses to high-risk calls and violent crimes. He was twice nominated for Officer of the Month – once for his work tracking down the victim and suspect involved in a kidnapping and once for assisting a victim of domestic abuse.
Brian lives in Wayne, PA, with his wife, Lisa, and two daughters, Ella and Joie.
Client Relationship Specialist
Dorothy Doyle spent nineteen years at Charles Schwab in branch operations and client investment services. She has experience in trading procedures, customer relations, and compliance oversight. In addition to Charles Schwab, Dot spent eleven years supporting the Principals in the daily office and business operations of another Registered Investment Advisory Firm in Horsham, PA.
Dot is a graduate of George Washington High School and is married with two grown daughters. She serves on the board of a non-profit organization, enjoys cooking, travel, fine dining and spending time outdoors.
When you are complete with the Asset Map, schedule a meeting with us to discuss your results. We offer virtual meetings!