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

NAPFA Start Date

July 13, 2018

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This Office

835 Washington St, # 118 Buffalo, NY 14203-1290 Phone: (716) 322-7478

Other Offices

25 N Main St Ste 200 Doylestown, PA 18901-4314 Phone: (267) 454-4585
101 E Swissvale Ave Pittsburgh, PA 15218-1438 Phone: (412) 281-1291