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Helping Clients Preserve and Build Wealth Is What We Do Best
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Impact Investing
A corresponding aim for impact investors is a concern for the environmental, and the social and corporate governance impact of the investments that comprise their portfolios
Impact Investing
A corresponding aim for impact investors is a concern for the environmental, and the social and corporate governance impact of the investments that comprise their portfolios
Joslyn has a strong personal and professional commitment to maximizing potential.
She loves to envision the possible and then formulate and implement a plan to achieve the desired results. In her first career teaching music for the School District of Philadelphia, Joslyn applied this energy to developing classroom and performance curricula, working with more than 5000 urban students over a period of twenty years. She then segued into her second career and launched her firm, Entrust Financial® LLC, to provide holistic investment management and planning.
Entrust is an independent, fee-only firm—one of the few woman-founded, women-owned firms in the region—and has a strong commitment to always put clients’ best interests first, as a fiduciary, and to aim for long-term investment results rather than push financial products. Joslyn and her team help clients identify what is most important to them before setting specific and measurable goals and priorities. The next step in the process is formulation of a customized investment strategy, followed by implementation aimed at maximizing potential results over the long-term.
Joslyn and the Entrust team welcome the opportunity to have a conversation with you about how partnering together could help you, and those you love, have a better experience.
Joslyn G. Ewart, CFP®
Founding Principal
Are you a Business Owner or Entrepreneur?
Our experienced team can help you build wealth, so you can focus on what you love to do.
Are you a Business Owner or Entrepreneur?
Our experienced team can help you build wealth, so you can focus on what you love to do.
Entrust Blog
PART THREE – A Whole Lot Modern: Three Investment Pillars to Embrace Now
The first two articles in our series, A Whole Lot Modern: Three Investment Pillars to Embrace Now, introduced investing [...]
PART TWO – A Whole Lot Modern: Three Investment Pillars to Embrace Now
The article series, A Whole Lot Modern: Three Investment Pillars to Embrace Now, began with a focus on [...]
PART ONE – A Whole Lot Modern: Three Investment Pillars to Embrace Now
This article series, A Whole Lot Modern: Three Investment Pillars to Embrace Now, will focus on: 1) Investments [...]
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Not Your Typical Investing Firm!
Entrust Financial LLC®
Wayne, PA | Phone: 610-687-3515 | Fax: 610-687-3595
Financial Advisors Serving in Pennsylvania: Montgomery, Chester, Philadelphia and Delaware Counties
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements. Disclosure | Privacy Policy | Relationship Summary | Firm Brochures
Certified Financial Planner Board of Standards, Inc
Our Mission:
We believe there is a better way to help clients preserve and build wealth. It begins with holistic planning based upon an understanding of what is most important to you, our client. Entrust is a proven, independent wealth management firm dedicated to your financial success.
