Kevin Brosious (BS, CFP®, CPA/PFS, MBA)

Kevin Brosious focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs

Planning Specialties

Kevin Brosious, is the founder and president of Wealth Management, Inc, an Independent Fee-Only financial planning and Registered Investment Advisory firm.

Kevin is a Certified Financial Planner (CFP) and has held the CFP® designation since 1992. Kevin is also a CPA, licensed in the state of Pennsylvania since 1989; and a Personal Financial Specialist - A CPA/PFS can only be acquired by CPAs who are AICPA members (binding them to the Code of Professional Conduct), have a minimum of 1,400 hours of financial planning business experience, in addition to continuing education within the last five years and a comprehensive and rigorous personal financial planning exam.

Kevin is a member of the American and Pennsylvania Institutes of CPAs and he currently serves as  chairman of the Lehigh Valley Chapter's Personal Financial Planning Committee.

Kevin received his BS in Accounting from Villanova University and an MBA from Wilkes University.  He is also an adjunct professor at DeSales University, where he teaches Financial Management. 

Kevin is a frequent contributor to financial news articles for the national press. See the "In the News" tab to view articles that featured Kevin in the Wall Street Journal, Money, Kiplinger's, and other national publications. 

Kevin also volunteers as an AICPA "Money Doctor".  Money Doctors are a qualified panel of CPAs that have also attained the Personal Financial Specialists (PFS) credential.  Money Doctors answer questions from consumers regarding financial planning issues.  The program is offered as a public service through the AICPA. ---->   http://www.360financialliteracy.org/Ask-the-Money-Doctor

In his spare time, Kevin likes to golf and enjoys being outdoors. 

Additional Information

I am proud to be associated with these other fine organizations: American Institute of Certified Public Accounts (AICPA), Pennsylvania Institute of Certified Public Accountants (PICPA), AICPA - Personal Financial Specialist (PFS),  Adjunct Professor of Finance - DeSales University.

I am a frequent contributor to articles that appear in the national financial press.  Click on the "In the News" tab on my website to see my contributions to articles from Kiplinger, Business Week, Fox Business, Family Circle, Boston Globe and other national publications.

NAPFA Start Date

March 28, 2006

Submit
Submit

This Office

1275 Glenlivet Dr Ste 100 Allentown, PA 18106-3107 Phone: (484) 264-6270 Fax: (610) 628-4773

Other Offices

991 US Highway 22 Ste 200 Bridgewater, NJ 08807-2957 Phone: (908) 864-7994 Fax: (610) 628-4773
600 West Germantown Pike Suite 400 Plymouth Meeting, PA 19462 Phone: (484) 264-6270 Fax: (610) 628-4773