Braverman Financial Associates

Established in 1983, Braverman Financial Associates is a wealth management firm based in Lancaster, Pennsylvania, with a licensed CFP and RFC on staff. Braverman Financial Associates utilizes a broad range of financial services to help high-net-worth individuals navigate complex tax laws, optimize investment strategies, and design comprehensive estate plans.

By developing an in-depth understanding of each client’s assets and personal objectives, the firm seeks to provide objective, needs-based solutions structured around current market conditions and risk tolerance. In addition to investment advising, associates also work with each client to develop a long-term retirement savings plan to help them maintain their standard of living while conservatively managing debt.

The firm was founded to serve the needs of high-net-worth families with unbiased and ethical financial services. In order to provide clients with a full range of savings options, the firm offers several educational resources and industry newsletters on its website at BravermanFinancial.com.

Registered Representative offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC.