- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Planning for Business Owners
- Cash Flow and Budgeting
- Hourly Planning Fee Structure
Plymouth Meeting, PA 19462
Bridgewater, NJ 08807
Allentown, PA 18106
Kevin Brosious is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Kevin Brosious, is the founder and president of Wealth Management, Inc, an Independent Fee-Only financial planning and Registered Investment Advisory firm.
Kevin is a CFP® practitioner and has held the CFP® designation since 1992. Kevin is also a CPA and a Personal Financial Specialist - CPA/PFS . A CPA/PFS can only be acquired by CPAs who are AICPA members (binding them to the Code of Professional Conduct), have a minimum of 1,400 hours of financial planning business experience, in addition to continuing education within the last five years and a comprehensive and rigorous personal financial planning exam.
Kevin is an active member of the American Institute of CPAs (AICPA). He currently serves on the AICPA's National CPA Financial Planning Insights Panel and as an AICPA "Money Doctor". Money Doctors are a qualified panel of CPAs that have also attained the Personal Financial Specialists (PFS) credential. Money Doctors answer questions from consumers regarding financial planning issues. The program is offered as a public service through the AICPA. Kevin is also a member of the Pennsylvania Institute of CPAs and serves as chairman of the Lehigh Valley Chapter's Personal Financial Planning Committee.
Kevin is a registered financial advisor with the National Association of Personal Financial Advisors - NAPFA. The National Association of Personal Financial Advisors is the nation's leading organization of Fee-Only comprehensive financial planning professionals. Since 1983, NAPFA's ranks have enjoyed steady growth, operating under a strict code of ethics and our widely recognized definition of Fee-Only compensation.
Kevin received his BS in Accounting from Villanova University and an MBA from Wilkes University. He is also an adjunct professor at DeSales University where he teaches Financial Management.
Kevin is a frequent contributor to financial news articles for the national press. See the "In the News" tab to view articles that featured Kevin in the Wall Street Journal, Money, Kiplinger's, Fox Business and other national publications.