R Brian Werner (CFA, CFP®)

R Brian Werner focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Brian specializes in providing family office style finance planning services to physicians, business owners, executives and institutional clients. His specialty is a comprehensive approach that incorporates all aspects of personal financial planning, including portfolio risk management, business succession and estate planning, asset protection and insurance advisory and liability structure and management. Brian's business experience is unique. He has 20+ years in investments, financial planning, entrepreneurial ventures, corporate finance and banking which gives him invaluable insight in planning and investment services that is truly all encompassing.

Additional Information

Mr. Werner is a Chartered Financial Analyst®. He has been recognized as one of America's top financial planners. Brian holds an MBA from Duquesne University, Magna Cum Laude, and is a graduate of University of Dayton. He is a member of the Pittsburgh Security Analyst Society, and Estate and Financial Planning Council. Brian and his wife Monica returned to their hometown of Pittsburgh in 2005 to raise their two children and settled in Edgewood, PA. His free time is spent with his family - -traveling, skiing, biking and enjoying the outdoors. He and Monica are active members of the Edgewood community and St. Bede Parish. He can often be found coaching soccer, baseball and basketball and other activities his children are pursuing. Brian was co-founder and CFO of iCatcher Network, a venture capital backed Start-up Company. He led the strategic development and eventual successful sale of the company. His corporate finance experience also included time as an analyst in the investment banking division of Allied Irish Bank. Most recently, as First Vice President, Senior Wealth Advisor for First Niagara, he led the development of First Niagara's Western Pennsylvania Private Client Services and served on the bank's Western Pennsylvania operating committee. His investment and wealth management experience included time as Relationship Manger and Planner at PNC/National City, Investment Analyst with Greycourt Investment Advisors and Commodities Trading/ Hedging Specialist at Linnco Future Group, Chicago Board of Trade.

NAPFA Start Date

July 13, 2018


This Office

295 Main Street, Suite 840 Buffalo, NY 14203-1290 Phone: (716) 322-7478

Other Offices

100 Mechanics Street, 1st Floor Doylestown, PA 18901 Phone: (267) 454-4585
101 E Swissvale Ave Pittsburgh, PA 15218-1438 Phone: (412) 281-1470