Entrust Financial LLC

05/29/2026

We love this tradition. Entrust Financial Principals Mckenzie Frankel and Jennifer Bravo celebrated our 2026 Main Line Parent LOVE Award for Best Financial Advisor! WooHoo! What a night 🎉

05/19/2026

From rising gas prices to airfare and everyday expenses, energy impacts more of our lives than we often realize.

As Joe Martinez prepares for a trip to Normandy, Paris, and the French Open at Roland-Garros, he reflects on how Europe’s approach to transportation, sustainability, and energy efficiency offers a different perspective on global energy challenges and what we can learn from it here at home. Click to read more: https://ow.ly/Khwg50Z1Afk

At the end of May, I will be traveling to France to visit Normandy and then to Paris for some French Open matches at Roland-Garros. As I have prepared for the trip, one unexpected but expensive travel-related topic keeps coming up: energy. Energy affects far more than utility bills and gas prices. I...

04/28/2026

You filed your taxes. Moving on?
Before you fully move on, this is actually one of the best times to plan ahead. A few small steps now can make next tax season smoother, less stressful, and potentially less expensive.

From reviewing your return to maximizing savings strategies, here’s what to consider next: https://ow.ly/46oq50YQJyq

Tax season is over, and it’s tempting to move on. But this is one of the best windows of time in the year to plan ahead. Your financial numbers are fresh, your situation is clear, and small moves now can make a meaningful difference by next April. Here are a few key areas worth a quick

03/31/2026

Most people do not have access to financial guidance at the stage of life when it could make the most difference. That’s why we were grateful for the opportunity to speak with students at Boyer College of Music and Dance - Temple University about financial planning, long-term thinking, and building a strong foundation early.

The conversation centered on decision-making, prioritizing goals, and aligning finances with personal values, equipping students with the understanding and confidence to navigate what’s next.

Click to read more and explore the insights shaping how the next generation is thinking about their financial future: https://www.entrustfinancial.com/leading-the-way-with-the-next-generation/

Most people do not have access to financial guidance at the stage of life when it could make the most difference. Therefore, Joslyn G Ewart, CFP® and I recently accepted an opportunity to speak with seniors and graduate students from Temple University’s Boyer College of Music and Dance. We were j...

03/26/2026

How exciting to present: Feed Your Soul. Feed Your Pocketbook. to Boyer College of Music and Dance - Temple University seniors and graduate students at Fame House (Universal Music Group) on Broad Street, hosted by Ryan Hall, Senior Director of Artistic Services.

Ryan Hall, Joseph Martinez, CFP® and Joslyn Ewart, CFP®, led the session that focused on student careers and finances. Best of all was the fabulous conversation among the participants as they explored the content together!

03/05/2026

For many couples, avoiding financial conversations can feel easier than planning together. But over time, silence around money can lead to misunderstandings, emotional strain, and missed financial opportunities. When partners operate from different assumptions about spending, saving, or debt, trust and progress toward shared goals can quietly begin to slip away. Read more about the cost of financial silence and why these conversations matter! https://ow.ly/35zi50Yp9al

For many couples, avoiding financial conversations feels easier than planning together. They rationalize, “There will always be plenty of time to address our finances later, right?” And by postponing the discussion, they may bypass feelings of discomfort or vulnerability. But over time, their si...

02/25/2026

We are thrilled to support YEA-Philadelphia!!!!

02/12/2026

We’re all about helping families feel confident in their financial futures, and we’d be honored to be recognized for it! Nominate Entrust Financial for the Main Line Parent LOVE Awards ❤️
Click here to nominate us: https://mainlineparent.com/love/

01/22/2026

As we entered 2026, we asked a simple question on LinkedIn: What financial priority would help you feel most confident right now?

The results were evenly split between growing investments, protecting wealth, and getting a second opinion. That balance says a lot. Confidence isn’t about one goal, it’s about alignment.

Growth and protection work best together, and for many, a second opinion provides clarity that their strategy still reflects what matters most today.

Read more about the poll results and what they may mean for your financial planning: https://ow.ly/Kq1F50XWTga

LinkedIn Poll As we moved into 2026, I asked a simple question on LinkedIn: What financial priority would help you feel most confident right now? The responses were evenly split among three themes: Growing my investments Protecting my wealth Getting a second opinion on my current plan The even split...

12/16/2025

In this season of giving, one of the most inspiring parts of our work is seeing the genuine care and compassion clients bring to the causes they support. Charitable intention is not just about numbers; it reflects values, purpose, and meaningful impact, and thoughtful giving can also support financial well-being. As a Certified B Corporation, Entrust Financial is committed to using business as a force for good and proudly supports organizations that strengthen our community.

Learn how charitable contributions can support your financial well-being: https://www.entrustfinancial.com/give-with-purpose-this-holiday-season/

In the season of giving, I’m reminded of one of the most inspiring parts of our work: seeing the genuine care and compassion clients bring to the causes they support. Charitable intention is not just about numbers; it’s about values, purpose, and making a meaningful impact. What surprises many i...