Gary Shickora, CLU - Northwestern Mutual

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Gary Shickora, CLU - Northwestern Mutual

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Gary Shickora, CLU®, ChFC is a Partner and Private Wealth Advisor with Passehl Financial Partners

Our mission is to help you create a lifetime of financial security. Whether you're planning for yourself, your family or your business, I will work with you to develop a customized financial plan that puts you in control of your financial future, with integrated strategies, objective advice and recommendations based on your priorities. I offer expertise in retirement income planning, estate planning and wealth management planning. I also specialize in business succession planning, employee and executive benefit planning, and planning for long term care.

10/28/2026

It’s !

At Passehl Financial Partners, Wealth & Wellness is about looking beyond financial well-being and sharing ideas that can help our clients and friends of the firm live healthier, more fulfilling lives.

At our recent Wealth & Wellness event, Dr. Vincent Marchese, DO, of APX Health discussed the importance of approaching our health with intention. The goal isn’t simply to live longer, but to maintain the strength, energy, and independence needed to fully enjoy the years ahead.

Thank you for your wonderful presentation, Dr. Marchese!

10/20/2026

Geoff recently had the opportunity to speak with students at St. Joseph’s University’s Haub School of Business about the evolving landscape of the wealth management industry. Alongside Eric Lordi, who shared insights on the institutional and technology side of the profession, Geoff discussed his entrepreneurial journey building and growing a successful wealth management firm.

His message highlighted that wealth management is far more than investment advice. It is an interconnected ecosystem that combines meaningful client relationships, disciplined financial expertise, innovative technology, and strong entrepreneurial leadership. Through an engaging dialogue, Geoff offered students a firsthand perspective on the opportunities and challenges of building a business and serving clients in today’s dynamic environment.

Geoff thoroughly enjoyed meeting such an enthusiastic and ambitious group of students and looks forward to seeing how their education, experiences, and future careers unfold!

10/07/2026

It’s (a very sunny) Wealth & Wellness Wednesday! ☀️

What if one of the best things you could do for your day happened before your first cup of coffee?

Sometimes wellness doesn’t have to be complicated. A few minutes of natural morning light can help set the tone for your day, supporting your natural sleep-wake rhythm, alertness and overall well-being.

10/02/2026

The month of September, our team walked, cycled, jogged and even surfed to help kids fight cancer by participating in the Alex's Lemonade Stand Foundation's Million Mile! We are proud of the miles we logged and look forward to next year! 🎗️🚶🏃‍♂️🚴 🏄‍♂️

09/28/2026

Passehl Financial Partners team members Geoff, Lori and Chris participated in the 2026 Dragon Run 5K benefiting the Nathaniel Boerlin Scholarship Fund, a non-profit organization dedicated to the passions of Nate Boerlin, a local 16-year-old who died suddenly in April 2007, from complications of a GBM, GLIOBLASTOMA MULTIFORME, an aggressive stage IV brain cancer. Passehl Financial Partners is a proud sponsor of this important community event.

09/25/2026

Our Passehl Financial Partners team, along with some of our significant others, recently gathered for a special evening at Cecil Creek Farm, right down the road from our home office in Mickleton. We enjoyed an incredible farm-to-fork fine dining experience and, most importantly, the chance to slow down, celebrate together, and enjoy some great company.

A special thank you to Chef Mark Ulrich and his wonderful staff for making the evening so memorable. Their warm hospitality, attention to detail, and thoughtfully prepared meal made the entire experience feel truly special.

We’re incredibly grateful for this team, the people who support us behind the scenes, and the opportunity to celebrate all we’ve accomplished together.

09/23/2026

Our Passehl Financial Partners team has officially crossed more than half the miles we pledged to run, walk, bike, and surf for Alex’s Lemonade Stand Foundation’s Million Mile Campaign! Still more miles to go, but we’re proud of the progress and even more proud of the cause behind every one of them. 🍋💛🍋

09/10/2026

A big thank you to 20/20 Visual Media for once again partnering with us on our latest company video!

Their team is always professional, easy to work with, and helps make the entire process seamless from start to finish. We had the opportunity to highlight two additional team members, and 20/20 did a fantastic job making everyone feel comfortable on camera.

As a fellow member of BCA Philadelphia, we're especially grateful for the partnership and support.
We look forward to working together again in the future!

09/01/2026

In our continued support of the Alex's Lemonade Stand Foundation and a commitment to Wealth & Wellness, Passehl Financial Partners has pledged to walk, run, bike, (and even surf!) many miles for charity for the Alex’s Lemonade Stand Foundation’s Million Mile campaign.

This year, our team is committed to reaching our goal of at least 1,745 miles and donating to this wonderful organization upon completion September 30th!
How far will we go? 🚶🏃‍♂️🚴 🏄‍♂️
Wish us luck! 🍋 🍋 🍋

🎗️

08/26/2026

In a world that often rewards being busy, it's important to remember that well-being is one of our most valuable assets.

A growing wellness focus is supporting the nervous system through intentional habits that help manage stress, improve resilience, and enhance overall well-being.

This , consider one small change that helps you slow down, recharge, and show up at your best.
Here are five simple ways to support your nervous system.

Address

501 Fellowship Road Suite 303
Mount Laurel, NJ
08054

Telephone

+18568103280

Website

http://www.garyshickora.com/

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