Joslyn G Ewart, CFP®
I love it when a plan comes together, and clients’ money becomes the gift that keeps on giving.
My passion is to help other business owners and entrepreneurs make good financial decisions, invest well and enhance their personal wealth.
Mckenzie Frankel, CFP®
Jennifer Bravo, CFP®
My passion is to help clients invest in a way that aligns with their values.
What I love most about Investment Management is that it serves a blend of quantitative and qualitative purposes.
Jay Llewelyn, CFA
Joseph Martinez, CFP®
My experience with investments and financial planning allowed me to see the transformative effect of sound financial decisions.

Local Firm. Global Resources.

Entrust Financial is an independent, fee-only wealth management firm committed to building wealth in a way that adds meaning to their clients’ lives. The Entrust team recognizes the value of making good financial decisions supported by holistic planning and astute investment management. Because they believe that business should create benefit for all stakeholders, not just shareholders, Entrust Financial is B Corp Certified and adheres to the fiduciary standard of always putting client’s best interests first.

Joslyn G. Ewart, CFP®

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Mckenzie Frankel, CFP®

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Jennifer Bravo, CFP®

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Jay Llewelyn, CFA®

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Joseph Martinez, CFP®

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Our Mission

We believe that money is a tool, a resource that serves our values and helps us live well. Whether advancing a business, or enhancing and preserving family wealth and a lasting legacy, the Entrust perspective on allocating money astutely can make all the difference.