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Phoenixville, PA Team - https://www.balaplanningteam.com/

Financial Advisors

Julia Brufke Wenger, CFP, ChFC

Phoenixville Branch Owner & Partner

610-933-3507

(610) 933-6263

jbrufkewenger@balafinancial.com

I love being a Certified Financial Planner for many reasons. It is the perfect blending of technical expertise and creativity. No two clients are alike, and a client’s goals and needs are as dynamic as the markets..

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Anthony Nicolai

Investment Advisor

(484) 259-1610

(610) 933-6263

anicolai@balafinancial.com

Request an Appointment Anthony is a resource for people who are looking to achieve their financial goals while still protecting their families. He concentrates on helping families design insurance strategies which ensure stability...

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Sean Osborn

Financial Advisor

(610) 933-3507

(610) 933-6263

sosborn@balafinancial.com

Sean is a Financial Advisor at Bala Financial Group. He works with individuals that have a desire to become financially literate by providing a clear path to effectively manage debt, accumulate assets, and protect their current...

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Support Team

Allison Brannen

Director of Financial Operations

(610) 933-3507

(610) 933-6263

abrannen@balafinancial.com

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