Brian Walsh

Welcome to Brian Walsh, your trusted partner in wealth management located at 222 Haddon Avenue, Haddon Township, New Jersey. As a dedicated father and daughter team, we specialize in helping clients achieve their financial aspirations through personalized strategies and comprehensive financial advice. Our services cater primarily to small business owners, families, and high net worth individuals.

At Brian Walsh, we believe in educating and collaborating with our clients to craft investment portfolios that balance risk and return. By integrating both active and passive investment styles, we focus on allocation and diversification to uncover new opportunities and maximize returns. Our meticulous planning process addresses various aspects of financial management, including financial statement analysis, insurance and risk management, employee benefits, investment planning, income tax strategies, retirement, and estate planning. This holistic approach ensures that our clients' specific goals and objectives are met with precision.

Conveniently situated at the intersection of Haddon Ave and Crystal Lake Ave, our office is easily accessible, just across from the Westmont PATCO train station and a mere 15-minute drive to downtown Philadelphia.

Please note that our services, including those related to securities, are intended for residents of states where our advisors are licensed. We collaborate with Oppenheimer Asset Management Inc., Oppenheimer Trust Company of Delaware, and other third parties to provide a wide range of financial services. While we do not offer legal or tax advice, our professionals work closely with clients, their attorneys, and tax professionals to ensure all financial needs are met effectively.

For those considering alternative investments or trust services, please be aware that these involve varying degrees of risk and are available only to qualified investors.

We invite you to explore how our personalized approach can help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in navigating your financial future.