Informed Family Financial Services Acquires Strategic Wealth Advisory – InsuranceNewsNet


NORISTOWN, Pa., July 12, 2022 /PRNewswire/ — Informed Family Financial Servicesa financial planning and wealth management firm with offices in Norristown and Pottstownannounces today the acquisition of Strategic Wealth Advisory.

The practices will merge under the Informed Family Financial Services brand, with Informed Family Financial Services acquiring two staff members and a pair of offices in While reading and the Lehigh Valley.

“This is a major moment for our team as we expand our presence in the East Pennsylvania“, said the co-founder, CEO and CFO of Informed Family Jeffrey Bush. “We are committed to giving the families we represent confidence and clarity as they transition through the different stages of life, and this expansion allows us to take that mission even further. Pennsylvania families.”

Count D. SchultzPresident of Strategic Wealth Advisory, joins Informed Family Financial Services as Senior Financial Consultant, alongside Shannon LaRosse, who joins Informed Family Financial Services as an investment advisor representative.

“It’s rare to find financial planning practices as structurally and philosophically aligned as strategic wealth counseling and informed family financial services, but that’s exactly what we have here,” Schultz said. “Combining our talents and our resources represents major added value for our clients.”

The advisors who make up the Informed Family Financial Services and Strategic Wealth Advisory teams are investment advisors representing UNITED STATES Financial Securities, which aligns them with similar structures, marketing strategies and new customer onboarding practices. Given the deep family, educational and professional ties that Bush of Informed Family Financial Services has had in While reading area and Lehigh Valley, he saw a great opportunity to reconnect with his roots and develop the business in a natural and comfortable environment. This agreement also represents an expansion of Steve Jablonskias a senior partner at Informed Family Financial Services.

“We have a bold vision and high standards in delivering financial planning and retirement services,” said Jablonski. “Earl and his team do too, which has made this transition seamless so far. I look forward to leading our expanded team as we continue to make a meaningful impact on the lifestyles and dreams of Pennsylvania families.”

Informed Family Financial Services aims to help Southeast customers Pennsylvania improve and organize their financial life in an easy to understand format. They have offices in the Lehigh Valley, Norristown, Pottstownand While reading.

Jeff Bush, Steven Jablonski, Count Schultzand Shannon LaRosse are investment advisor representatives of, and securities and advisory services are offered through, UNITED STATES Financial Securities Corp., Member FINRA/SIPC. a registered investment adviser located at 6020 E. Fulton St., Ada, Michigan 49301. Informed Family Financial Services, Inc. and Strategic Wealth Advisory are not affiliated with UNITED STATES Financial securities.


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