Brian Groh

Brian Groh has over 25 years of financial industry experience. Brian specializes in working with business owners, professionals, and retirees. His professionalism, honesty, and integrity are complemented by a warm endearing personality. He places great emphasis on asking thoughtful questions and engaging in meaningful conversations. He believes in educating his clients as well as in keeping an open line of communication with them.

Brian is a graduate of Pennsylvania State University. He holds a Bachelor’s degree in Finance. He holds his Series 7, 63, and 66 licenses. Brian is an Accredited Investment Fiduciary, AIF®, an Accredited Asset Management Specialist, AAMS®, a Chartered Retirement Plans Specialist CRPS®, and a Certified National Social Security Advisor, NSSA®.