Informed Family Financial Services acquires Berks County’s Strategic Wealth Advisory

Informed Family Financial Services announced the acquisition of Strategic Wealth Advisory in Berks County. 

Informed Family Financial Services, a financial planning and wealth management firm with offices in Norristown and Pottstown, said the practices will merge under the Informed Family Financial Services brand, with Informed Family Financial Services acquiring two staff members and a pair of offices in Reading and the Lehigh Valley. 

“This is a major moment for our team as we expand our presence in Eastern Pennsylvania,” said Informed Family co-founder, CEO and CFO Jeffrey Bush. “We’re committed to giving the families we represent confidence and clarity as they transition through various life stages, and this expansion allows us to bring that mission to even more Pennsylvania families.” 

Earl D. Schultz, president of Strategic Wealth Advisory, joins Informed Family Financial Services as a senior financial consultant, along with Shannon LaRosse, who joins Informed Family Financial Services as an investment advisor representative. 

“It’s rare to find financial planning practices as structurally and philosophically aligned as Strategic Wealth Advisory and Informed Family Financial Services, but that’s exactly what we have here,” said Schultz. “Combining our talent and resources represents a major value add to our clients.” 

The advisors that make up the Informed Family Financial Services and Strategic Wealth Advisory teams are investment advisor representatives with USA Financial Securities, which aligns them with similar structures, marketing strategies and new client onboarding practices.  

“We have a bold vision and high standards for how financial and retirement planning services should be delivered,” said Steve Jablonski, senior partner at Informed Family Financial Services. “Earl and his team do, too, which has made this transition seamless so far. I’m eager to provide leadership to our expanded team as we continue making an impact on the lifestyles and dreams of Pennsylvania families.”