top of page

Brian Lauer

Financial Advisor

Brian Lauer Specializes In:

  • Retirement Planning (Individual & Business)

  • Advanced Business Succession Planning

  • Executive Benefits Consultation

  • Insurance & Estate Planning

  • Wealth Preservation Strategies

  • Wealth Transference Strategies

  • College Savings

Education:

Bachelor of Science, Accounting – Christopher Newport University

Licenses:

FINRA Series 7, 63, 65; Pennsylvania Life/Health & Variable Annuity License

Brian's Journey:

In 1998, Brian started as a Compliance Officer for a small broker/dealer in Virginia. Six years later, realizing how much he enjoys working one-on-one with people and addressing their financial needs, he decided to transition to a financial advisor. Although he enjoys all aspects of being a financial advisor, he focuses on helping pre-retirees transition into retirement.


Brian sees integrity as an integral part of the client-advisor experience, and his understanding and caring nature make him easy to work with. He values building relationships with his clients rooted in trust, and he aims to educate his clients by explaining financial processes in a way that makes sense.


Brian has been in the securities industry for over 22 years. He holds his FINRA Series 7, 63, 65, and Life/Health & Variable Annuity License in Pennsylvania, Virginia, Maryland, and other states.

​

Outside of the office, Brian enjoys the beach, running, snow and water skiing, biking, and above all, being a dad.

bottom of page