Our Team Brian Groh President, AIF®, AAMS® Brian J. Groh has over 20 years of experience in the financial industry. He is the founder and President of Groh Wealth Management, a company dedicated to serving and educating individuals, families, and businesses planning for retirement or who are already retired. Brian's warm endearing personality is complimented by his professionalism, honesty and integrity. Brian works directly with clients to develop financial strategies to help them attain their retirement dreams, goals and objectives. Brian specializes in creating and developing retirement, income, and comprehensive financial plans that are tailored to his clients' personally individualized needs. Through asking thoughtful questions and engaging in meaningful conversations, Brian is able to craft specialized plans tailored for the expected, as well as life's unexpected. Brian specializes in working with business owners, professionals, and retirees. He places great emphasis on educating his clients and he keeps an open line of communication with his clients on a regular basis.Education and Achievements: Brian is a 1994 graduate of Pennsylvania State University in State College, Pennsylvania. He holds a Bachelor of Science degree in Finance. Brian holds his series 7, 63, and 66 licenses. Brian is an Accredited Investment Fiduciary, AIF®, an Accredited Asset Management Specialist, AAMS®, and a National Social Security Advisor Certificate Holder. Alexandra Groh, M.S., CFP® Financial Advisor Alexandra (Ally) finds satisfaction in providing exceptional client experience at Groh Wealth Management. Her dedication, strong work ethic, and tireless commitment allow her to add value to a successful independent financial planning firm, Groh Wealth Management. As a CERTIFIED FINANCIAL PLANNERTMprofessional, Alexandra specializes in Estate Planning, Retirement Planning, Insurance Planning, and Education Planning. She works closely with Brian, leveraging their combined expertise, in a way that allows them to best confront long or short term objectives, protection needs, individualized retirement strategies, tax efficiency, and estate planning goals.Education and Achievements: Alexandra is a 1995 graduate of the University of Maryland, Summa Cum Laude, and a member of the National Honor Society of Phi Kappa Phi. She received her Master of Science with Distinction in 2003 from The New York Institute of Technology. Alexandra holds her series 7 and 66 licenses, and has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation.