Entrust Financial LLC

We love this tradition. Entrust Financial Principals Mckenzie Frankel and Jennifer Bravo celebrated our 2026 Main Line Parent LOVE Award for Best Financial Advisor! WooHoo! What a night 🎉

From rising gas prices to airfare and everyday expenses, energy impacts more of our lives than we often realize.

As Joe Martinez prepares for a trip to Normandy, Paris, and the French Open at Roland-Garros, he reflects on how Europe’s approach to transportation, sustainability, and energy efficiency offers a different perspective on global energy challenges and what we can learn from it here at home. Click to read more: https://ow.ly/Khwg50Z1Afk

From Paris to the Pump: Energy’s Global Impact - Entrust Financial At the end of May, I will be traveling to France to visit Normandy and then to Paris for some French Open matches at Roland-Garros. As I have prepared for the trip, one unexpected but expensive travel-related topic keeps coming up: energy. Energy affects far more than utility bills and gas prices. I...

You filed your taxes. Moving on?
Before you fully move on, this is actually one of the best times to plan ahead. A few small steps now can make next tax season smoother, less stressful, and potentially less expensive.

From reviewing your return to maximizing savings strategies, here’s what to consider next: https://ow.ly/46oq50YQJyq

You Filed Your Taxes. Moving On? - Entrust Financial Tax season is over, and it’s tempting to move on. But this is one of the best windows of time in the year to plan ahead. Your financial numbers are fresh, your situation is clear, and small moves now can make a meaningful difference by next April. Here are a few key areas worth a quick

Most people do not have access to financial guidance at the stage of life when it could make the most difference. That’s why we were grateful for the opportunity to speak with students at Boyer College of Music and Dance - Temple University about financial planning, long-term thinking, and building a strong foundation early.

The conversation centered on decision-making, prioritizing goals, and aligning finances with personal values, equipping students with the understanding and confidence to navigate what’s next.

Click to read more and explore the insights shaping how the next generation is thinking about their financial future: https://www.entrustfinancial.com/leading-the-way-with-the-next-generation/

Leading The Way With The Next Generation - Entrust Financial Most people do not have access to financial guidance at the stage of life when it could make the most difference. Therefore, Joslyn G Ewart, CFP® and I recently accepted an opportunity to speak with seniors and graduate students from Temple University’s Boyer College of Music and Dance. We were j...