President, AIF®, AAMS®, CRPS®
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 a Chartered Retirement Plans SpecialistSM, CRPS®, an Accredited Investment Fiduciary, AIF®, an Accredited Asset Management Specialist, AAMS®, and a National Social Security Advisor Certificate Holder.