Joslyn G. Ewart, CFP®
Entrust Financial Founding Principal
We support our investment advice by providing holistic wealth planning to the clients with whom Entrust partners.
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.
When I began my first career—a twenty-year career of teaching music for the School District of Philadelphia in a poverty-stricken area of the city—I entered the world of education, of individual skill-development intended for a return on investment (ROI) for students that would be life-long and potentially transform their life experience.
My true calling followed when I recognized it was time to move on from teaching and pursue my second career, in finance. A three-year period of intensive training preceded the establishment of my firm, Entrust Financial, in 2000. Entrust is an independent investment management firm. We support our investment advice by providing holistic wealth planning to the clients with whom we partner. I quickly learned that, just as education may be a transformative experience, so can deploying financial resources effectively permit individuals and families to do far more with their money than they previously thought possible—a transformative ROI to get excited about!
To help others understand the tools needed for financial transformation or preservation, I wrote and published “Balancing Act: Wealth Management Straight Talk for Women.” 100% of the proceeds from book sales are donated to a scholarship fund. This fund is our signature Entrust gift, now fully endowed and providing a four-year undergraduate tuition scholarship to a student with financial need to attend Temple University Boyer College of Music and Dance. We actively cultivate a firm culture of giving back to our community.
Contact me at joslyn@entrustfinancial.com
We support our investment advice by providing holistic wealth planning to the clients with whom Entrust partners.
As a child I was fascinated by the Bible story 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.
When I began my first career—a twenty-year career of teaching music for the School District of Philadelphia in a poverty-stricken area of the city—I entered the world of education, of individual skill-development intended for a return on investment (ROI) for students that would be life-long and potentially transform their life experience.
My true calling followed when I recognized it was time to move on from teaching and pursue my second career, in finance. A three-year period of intensive training preceded the establishment of my firm, Entrust Financial, in 2000. Entrust is an independent investment management firm. We support our investment advice by providing holistic wealth planning to the clients with whom we partner. I quickly learned that, just as education may be a transformative experience, so can deploying financial resources effectively permit individuals and families to do far more with their money than they previously thought possible—a transformative ROI to get excited about!
To help others understand the tools needed for financial transformation or preservation, I wrote and published “Balancing Act: Wealth Management Straight Talk for Women.” 100% of the proceeds from book sales are donated to a scholarship fund. This fund is our signature Entrust gift, now fully endowed and providing a four-year undergraduate tuition scholarship to a student with financial need to attend Temple University Boyer College of Music and Dance. We actively cultivate a firm culture of giving back to our community.
Contact me at joslyn@entrustfinancial.com
Balancing Act
Wealth Management
Straight Talk For Women
By Joslyn G. Ewart, CFP®
Balancing Act: Wealth Management Straight Talk for Women was written by a woman (CERTIFIED FINANCIAL PLANNER™ professional) for women (and men!) who want the perspective and strategies they need to confidently make the right financial choices in all aspects of their lives.
Balancing Act
Wealth Management
Straight Talk For Women
By Joslyn G. Ewart, CFP
Balancing Act: Wealth Management Straight Talk for Women was written by a woman (CERTIFIED FINANCIAL PLANNER™ professional) for women (and men!) who want the perspective and strategies they need to confidently make the right financial choices in all aspects of their lives.
Expertise Includes:
- Investment management. Each client’s customized investment plan serves as the foundation of their financial house.
- Wealth planning. Client needs change over time, thus wealth planning may solve for a variety of needs such as cash flow, college planning, retirement savings, income distribution in retirement, and health care needs.
- Retirement planning. Analysis and identification of each client’s retirement “number.” The number specifying how much to save for a comfortable retirement, as well as the number pinpointing how much can safely be withdrawn for income during retirement.
- Strategic Partner for Business Owners. Entrust specializes in working with business owners to create a strategic business plan designed to structure business succession and/or to grow, preserve, and transfer family wealth–from one generation to the next.
- Personal Chief Financial Officer (CFO). The Entrust team listens to each client’s story and learns what they want to accomplish with their wealth. Serving as personal CFO, we then delineate the big picture, formulate strategies to fulfill the identified needs and wants, and finally, deploy resources and coordinate related professionals as needed—thus aiming to ensure that clients achieve what is most important to them.
- Consultative Holistic Process. Entrust’s holistic wealth management approach provides an extra layer of care and addresses complex financial concerns that go beyond investment management. Typical client concerns include the need for: wealth protection, legacy planning, charitable giving strategies, and wealth enhancement.
- Press and media interviews and appearances. Guest appearances as a financial expert on local TV and radio shows.
- Author of financial and business articles and newsletters, and the book: Balancing Act: Wealth Management Straight Talk for Women.
- Seventeen years of service in leadership positions for professional organizations and non-profit boards.
Education:
- Institute for Divorce Financial Analysts, Southfield, MI
Certified Divorce Financial Analyst™, 2005 - College of Financial Planning, Denver, CO
CERTIFIED FINANCIAL PLANNING™ certification, 1999 - Temple University, Philadelphia, PA
Master of Arts in Education, 1980 - University of Pennsylvania, Philadelphia, PA
PA School Administrator Certificate, 1979 - Case Western Reserve University, Cleveland, Ohio
Bachelor of Science in Music Education, 1974
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.
