Amrein Financial is a Philadelphia area fee-only financial planning firm that specializes in educational funding, financial planning and investment management. It is a Pennsylvania registered investment advisory firm.
Our approach is to give objective and independent financial advice. As a NAPFA registered investment advisory firm, we do not receive any financial compensation from our recommendations. We are also fiduciaries which means we must act in our client’s best interest. Depending on the type of financial advisor you use, this financial responsibility will vary.
By taking a broad approach to our client’s financial goals, we provide a variety of solutions based on the client’s risk tolerance, market conditions, and other factors to help them decide the best solution. In many cases financial solutions do not have a single solution but a variety of options that need to be explained. We identify these options and educate our clients by explaining the risk and rewards of each solution.