Jeremy Brenn
MBA, CFP®
Sensenig Capital Advisors
President and Senior Wealth Advisor
Jeremy Brenn
MBA, CFP®
Sensenig Capital Advisors
President and Senior Wealth Advisor
Providing clients with peace of mind, through smart financial decisions. - Jeremy Brenn, MBA, CFP®
Independent, fee-only wealth management firm located in the Philadelphia area and serving clients across the country.
Jeremy Brenn is a Collegeville, PA fee-only financial planner. Sensenig Capital Advisors provides comprehensive and objective financial planning to help individuals, families, and institutions organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeremy Brenn is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jeremy Brenn manages the strategic direction for Sensenig Capital, as well as helping clients achieve their financial life goals. Jeremy earned his Bachelor of Arts degree from York College of Pennsylvania, as well as a Master of Business Administration in Finance from Hood College, Frederick, Maryland.
Jeremy is an active member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and the Certified Financial Planner Board of Standards. He has been quoted in the Philadelphia Inquirer and other personal finance related sources. Jeremy currently serves on the Board of Directors at Meadowood Senior Living and the Board of Directors at the Methacton Audubon Recreation Association.
In his free time, Jeremy likes to workout, go fishing with his boys, and sit by the fire pit with friends and family. Having grown up in New Jersey, Jeremy spent many summers at the beach, a tradition which he now shares with his own family. Jeremy and his wife live in Audubon, Pennsylvania with their three boys.
Jeremy Brenn is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Sensenig Capital is an independent, fee-only wealth management firm located in the Philadelphia area.
Our advisory team has over 50 years of combined experience counseling individuals in investments and wealth management, and providing unbiased advice to sponsors of 401(k), 403(b), 457, and other company retirement plans — skills for which clients have specifically sought out Sensenig Capital.
Our History
Sensenig Capital opened its doors in 2007 when veteran advisor Carl Sensenig saw an opportunity to deliver more objective, customized advice with a focus on the clients’ best interest. At that time, Carl brought more than 20 years of experience as Vice President and Portfolio Manager to Sensenig Capital — and a commitment to the “fee-only” model, considered the “gold standard” of financial advice.
Today, Sensenig Capital proudly serves many families and small businesses in the Philadelphia and Mid-Atlantic region, and around the country. We provide the intimacy of a small boutique, backed by the resources and security of a large financial services organization.
Our Approach
Fee-only: Sensenig Capital does not receive commissions or sell products, minimizing conflicts of interest. Nor are we tied to a larger investment firm that dictates our advice.
- Compensation based solely on fees for advice provided and/or ongoing management
- Required form of compensation for NAPFA-registered advisors
- Legally held to the highest fiduciary standard
Evidence-based: Decades of unbiased, evidence-based solutions guide our approach to helping our clients achieve financial peace of mind.
Focus on cost: We only use low-cost, broadly diversified investment vehicles. Generally, our solutions include low-cost investments offered by Dimensional Fund Advisors, Vanguard, and others.
Deep fiduciary responsibility: As a fiduciary, we have an obligation to put client interests ahead of our own.
Credentialed professionals: We have a commitment to providing the highest level of advice. Our advisory staff members are required to obtain and/or maintain a Certified Financial Planner (CFP®) designation.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Business Owners and Executives
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jeremy Brenn is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jeremy Brenn is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jeremy Brenn is Quoted on Quicken.com: "7 Ways to Curb Your Spending"
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Jeremy Brenn is Quoted in The Philadelphia Inquirer: "Investing in You: Group urges student loan 'debt strike'"
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Jeremy Brenn is Quoted in Fiduciary News: "Has the 401k Fiduciary Unknowingly Put Employees in Peril?"
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Jeremy Brenn is Quoted on Kiplinger: "The Right Price for Investing Advice"
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Jeremy Brenn Serves on the Board of Directors for Meadowood Senior Living
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Jeremy Brenn Serves as the Treasurer on the Board of Directors for the Methacton Audubon Recreation Association (MARA)
Contact Jeremy Brenn
Office Locations:
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100 Springhouse Dr
Suite 107
Collegeville, PA 19426
