Joslyn G. Ewart, CFP®
Founding Principal
Mckenzie Frankel, CFP®
Principal
Jennifer Bravo, CFP®
Investment Advisor
Jay Llewelyn
Portfolio Administrator Associate
Joseph Martinez, CFP®
Client Service Associate
Entrust is an independent, fee-only investment management firm, one of the few woman-founded, women-owned firms in the region.
We are an independent firm with a strong commitment to providing objective, customized advice and we adhere to the fiduciary standard of always putting our clients’ best interests before our own.
We believe that money is a powerful tool, a tool that serves our families, our values, ourselves. Therefore, our Entrust team partners with each client relationship to help them make good financial decisions, so they may achieve and preserve what is most important to them. We believe in return on investment, ROI, and aim to position clients’ financial resources for optimal results over the long-term.
Clients prefer to delegate their financial success so they can spend their time on what they love to do instead. Our team biographies illustrate the passion we bring to our work with clients, as we work diligently every day to provide a better experience.
Entrust is an independent, fee-only investment management firm, one of the few woman-founded, women-owned firms in the region.
We are an independent firm with a strong commitment to providing objective, customized advice and we adhere to the fiduciary standard of always putting our clients’ best interests before our own.
We believe that money is a powerful tool, a tool that serves our families, our values, ourselves. Therefore, our Entrust team partners with each client relationship to help them make good financial decisions, so they may achieve and preserve what is most important to them. We believe in return on investment, ROI, and aim to position clients’ financial resources for optimal results over the long-term.
Clients prefer to delegate their financial success so they can spend their time on what they love to do instead. Our team biographies illustrate the passion we bring to our work with clients, as we work diligently every day to provide a better experience.
Joslyn G. Ewart, CFP®
Founding Principal
Joslyn G. Ewart’s passion is providing holistic wealth planning to the clients with whom we partner.
As a child I was fascinated by the parable of the talents: the idea that skills and/or money could be put to work to generate results that multiply exponentially over time. In other words, skills and money are resources that may continue to grow, rather than inevitably diminish. This fascination led me to two careers, first in education and second, in the world of finance.
Mckenzie Frankel, CFP®
Principal
Mckenzie Frankel’s passion is to help clients make good financial decisions, achieve their goals, and experience financial freedom.
This passion was nurtured by my mother and grandfather, who taught me the value of saving and investing from an early age. My grandfather was a business owner and true inspiration to me; he possessed a winning combination of intelligence, kindness and determination.
Mckenzie Frankel, CFP®
Principal
Mckenzie Frankel’s passion is to help clients make good financial decisions, achieve their goals, and experience financial freedom.
This passion was nurtured by my mother and grandfather, who taught me the value of saving and investing from an early age. My grandfather was a business owner and true inspiration to me; he possessed a winning combination of intelligence, kindness and determination.
Jennifer Bravo, CFP®
Investment Advisor
Jennifer Bravo’s passion is to help clients invest in a way that aligns with their values.
This passion began with early lessons about money from my parents. For instance, I was introduced to the value of money through saving and investing. One memorable example is that half of my allowance was designated as mine to spend right now on whatever I wanted; however, the other half was saved for later in my bank account. However small the numbers, the feeling of accomplishment I took from watching my bank account grow was infectious.
Jennifer Bravo, CFP®
Investment Advisor
Jennifer Bravo’s passion is to help clients invest in a way that aligns with their values.
This passion began with early lessons about money from my parents. For instance, I was introduced to the value of money through saving and investing. One memorable example is that half of my allowance was designated as mine to spend right now on whatever I wanted; however, the other half was saved for later in my bank account. However small the numbers, the feeling of accomplishment I took from watching my bank account grow was infectious.
Jay Llewelyn
Portfolio Administrator Associate
Jay Llewelyn’s passion is derived from the opportunity to help clients fulfill their financial goals.
Being able to identify, set, and achieve financial goals through precise Investment management is one of the most rewarding experiences a Financial Professional can have.
Jay Llewelyn
Portfolio Administrator Associate
Jay Llewelyn’s passion is derived from the opportunity to help clients fulfill their financial goals.
Being able to identify, set, and achieve financial goals through precise Investment management is one of the most rewarding experiences a Financial Professional can have.
Joseph Martinez, CFP®
Client Service Associate
What drives me every day is connecting with clients on a personal level as we partner together to help them achieve their financial goals and dreams.
Joseph Martinez, CFP®
Client Service Associate
What drives me every day is connecting with clients on a personal level as we partner together to help them achieve their financial goals and dreams.
Contact us today and get to know us.
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 build wealth. Our Entrust team partners with each client, first to help them make good financial decisions in all aspects of their lives and second, to put their money to work—so they may achieve all that is important to them. We create a better experience.
