Planwise Financial Partners
Planwise Financial Partners is a financial and investment management firm in Pennsylvania serving families and individuals as they approach and live in retirement. Our firm was founded by Adam Jaroch, an independent financial planner with nearly two decades of experience.
Adam grew up in a military family and frequently moved across the country and overseas. This provided him the opportunity to witness all walks of life and see just how unique people’s lifestyles really are. Upon retiring from the military, his father started in the financial services industry with Adam working as his assistant, learning the business from the inside out. Today, more than 20 years later, Adam runs Planwise Financial Partners with the goal of helping people from all walks of life pursue their unique goals and financial independence.
At Planwise Financial Partners, we’ve witnessed the ineffectiveness of piecemeal financial planning. As a result, we practice the art and science of personalized Financial Life Planning by designing strategies that align your assets and goals with your core values, all in one comprehensive picture. We believe this integrated approach distinguishes us from other firms.
At Planwise Financial Partners, we want to work with you for the long-term, serving as a trusted guide and support system you can rely on for objective advice and personalized strategies.
First Allied Securities, Inc.
A dynamic leader in the financial industry with a reputation for excellence, First Allied Securities is a full-service independent broker/dealer. First Allied Securities, Inc. was founded in 1994 as a privately held company with a vision of providing independent financial advisors with cutting-edge technology, innovative products and excellent service. Their goal has always been to partner with those financial advisors who represent the best in the industry and now First Allied is fast becoming recognized as one of the premier broker/dealers for successful independent financial advisors. As of December 31, 2013, First Allied had approximately $31 billion in brokerage and advisory assets and some 800 affiliated financial advisors. First Allied Securities, Inc. is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). For more information about First Allied Securities, click here.
Pershing LLC (member FINRA, NYSE, SIPC) is a leading global provider of financial business solutions to more than 1,150 institutional and retail financial organizations and independent registered investment advisors. Located in 21 offices worldwide, Pershing and its affiliates are committed to providing dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management programs and service excellence.Pershing is a member of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Borse, the Irish Stock Exchange and the London Stock Exchange. Pershing LLC is a BNY Mellon company. For more information about Pershing LLC, click here.
Dimensional Fund Advisors
Dimensional Fund Advisors as our primary portfolio management provider because their Asset Class Investing approach fits our objective of passive-based, low-cost traditional portfolios with extensive academic and industry support which can then be supplemented with alternative investments and stable principal assets. Dimensional manages $398 billion for investors worldwide, with 11 offices around the globe and offers investment solutions across asset classes, including global equities, fixed income and REITS. The Dimensional Asset Class Investing approach combines more than eight decades of market data, Nobel Prize-winning academic research, and the latest developments in behavioral finance. For more information about Dimensional, click here.