Michael Engler

Founding Partner

Financial Advisor

Cell: 908.386.6250

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

About Michael Engler

Michael Engler’s professional focus is on business and personal financial services, estate preservation, and investment strategies especially for retirement.

Michael prepares personalized financial strategies, serving high-net-worth individuals, and guides them through a planning process concentrating on suitable recommendations. His comprehensive approach delves into several key areas, including, but not limited to: developing investment strategies; creating tax-efficient means of wealth accumulation, distribution and transfer; and protection management.

  

Working with a team of professional associates, Michael concentrates his efforts in Pennsylvania and New Jersey, especially Lehigh Valley, Pennsylvania and the New York Tri-State area.

Seminars: Michael presents seminars, educating employees of all types of organizations, including Associations and CPA Firms.

Education, Professional & Accreditations: 

  • Series 7, 65 & 63 FINRA securities registrations, as well as, life and health insurance licenses

  • Experienced in Qualified/Defined Contribution Plans (i.e. 401(k) plans-administration)

  • Maintains continuing education in the areas of Estate Planning, Risk Management, and Retirement Planning

  • Michael is a graduate of East Stroudsburg University, receiving a BA

 

Member of: The Greater Lehigh Valley Chamber of Commerce

Michael, his wife Rebecca, daughter Hailey, and son Brayden live in the Lehigh Valley, Pennsylvania.

As an offensive lineman at East Stroudsburg University, I learned early on the importance of protection to overall success.

 

In college, I was protecting quarterbacks and running backs. Today, it’s families and businesses. In football, without proper protection, the offensive strategy will fail. It’s no different in helping families and businesses build wealth.

 

A family or business must have a proper protection strategy in place to “gain yardage” in their financial game. And that strategy must be coordinated with all other aspects of a family or businesses financial life. Providing guidance and building strategies to accomplish this is what I do. - Mike Engler