Brian J. Jacobs, CFA, CFP®, CIMA®

Partner, Wealth Advisor

Brian joined the firm in 2005 and became a partner in 2019. He serves as a Wealth Advisor and has expertise in consulting, investment research, trading, portfolio management, and data integrity. He is also a member of the firm’s Investment Policy Group (IPG), which directs investment decisions for all client portfolios.

Prior to joining the team, Brian worked for White Oaks Wealth Advisors, a financial planning and investment management firm in Minneapolis, MN. His main responsibilities included investment and economic research for the firm. Before that he worked at SEI Investments in Oaks, PA serving as the Legal Manager for the company’s investment advisory group.

Brian received his Bachelor of Science in Economics with concentrations in Finance and Marketing from the Wharton School at the University of Pennsylvania.

Brian and his wife, Michal, reside in Bala Cynwyd, PA with their two sons.



•            Chartered Financial Analyst (CFA®)

•            Certified Financial Planner (CFP®)

•            Certified Investment Management Analyst (CIMA®)


Discover more about wealth management made for you.