Our Firm

 

Braverman Financial Associates is an independent financial planning firm offering securities and advisory services through Geneos Wealth Management, Inc.  We assist high-net worth individuals, business owners, physicians, trusts and others with their investment portfolio management.
 
At Braverman Financial, we define wealth as having control over your financial, emotional, physical and spiritual life. By combining detailed, long-term planning with a deep understanding of his clients’ lives, Braverman Financial works to help each client achieve that definition of wealth. Braverman Financial provides objective advice on a fee basis. The firm relies on a carefully coordinated, highly personalized approach to serving the region’s individuals, families and businesses.
 
Our service model integrates several key areas of financial planning: investments, tax planning, estate management and several others.  We believe this integrated approach is necessary for achieving financial independence.
 
About Richard Braverman    Richard Braverman has been a Certified Financial Planner since 1989 and has also earned designation as a Registered Financial Consultant.  Braverman has demonstrated leadership in his field, serving on the regional Board of Directors of the International Council of Financial Planners. He has also been a contributor to national and regional publications.
 
A Coatesville native, Braverman holds a B.A. in Economics from Franklin and Marshall College. He is a lifelong resident of Central Pennsylvania who is, with his wife, raising a family in the area. Braverman has also demonstrated an unwavering commitment to local charitable pursuits.