the Advisor

Brian Brassell is the owner and Managing Principal of Brassell Wealth and Retirement Planning. He graduated from the Pennsylvania State University in 2001 with a Bachelor of Science degree and has since earned the Certified Senior Advisor (CSA) designation as well as the Chartered Retirement Planning Counselor (CRPC^®) designation from the College for Financial Planning. Brian works professionally with business and individual clients, particularly those nearing retirement, on financial planning and risk management issues. He has also had considerable personal experience in business as the owner of three separate ventures of his own. 

Brian believes that education is an important part of any great financial plan. “I focus on trying to educate my clients as part of the advising process. Making the right decisions with money is one thing, understanding why those decisions are right is something entirely different.” This uncommon advisory approach helps clients better understand their unique financial needs, and it allows Brian to build plans specifically tailored to address them. “I want my clients to achieve their financial goals, not mine.”

Brian’s career has been driven by a desire to share his knowledge and experience in finance with others, but it is his love for family that has driven him in all else. In 2005, he married his Sunday-School sweetheart, Elizabeth, and today they live in the Palmyra area with their two angels, Cayden and Barrett.