Brian Henrysen Jr., CFP®
Financial Planner

Brian Henrysen Jr., CFP® has worked as an advisor to families since 2019 on designing, implementing, and monitoring financial plans to achieve their long-term goals. He prides himself on learning what is most important to his clients and then providing support during volatile times to keep them on the right path to accomplish their dreams.  

Brian earned a bachelor’s degree in financial planning at Temple University where he served on the Financial Planning Association’s board as Director of Logistics. He had the opportunity to represent Temple at industry conferences in the region and has since stayed involved with the university as a guest lecturer. 

Brian began his career in wealth management at a boutique firm based in Fort Washington, PA and joined full-time following his graduation in the spring of 2019. Brian earned his Certified Financial Planner™ designation in November of 2021. He most recently worked with a firm specializing in complex estate planning, tax planning, and asset management techniques for ultra-high net worth business owners.  

Brian grew up in the Philadelphia area and is an avid Phillies and Eagles fan.  He loves to spend his free time trying new restaurants, golfing, and snowboarding.

Our Team