Entrust Financial

Entrust Financial is an independent, fee-only wealth management firm based in Wayne, Pennsylvania, serving high-net-worth individuals, families, and business owners across four PA counties with holistic financial planning, investment management, and impact investing services.

Company typePrivate
Founded2023
HeadquartersWayne, United States
Headcount1–10
GTM typeB2C
OfferingServices

What Entrust Financial does

Entrust Financial LLC is an independent, fee-only registered investment advisor founded in 2023 and headquartered in Wayne, Pennsylvania. The firm delivers wealth management, holistic financial planning, and investment management services to high-net-worth individuals and families, business owners and entrepreneurs, and impact-oriented investors across Pennsylvania's Montgomery, Chester, Philadelphia, and Delaware counties. Its product surface comprises core wealth management services, a specialized Impact Investing offering for values-aligned clients, a complimentary Second Opinion Service launched in October 2025 to convert prospective clients, and an online Client Portal for ongoing account access. The firm operates under a fiduciary standard with fee-only, commission-free compensation, and is B Corp Certified and BBB Accredited.

The firm is staffed by a six-person team: Founder and Investment Advisor Joslyn G. Ewart (CFP), Principal and Investment Advisor Mckenzie Frankel (CFP), Investment Advisor Jennifer Bravo (CFP), Shareholder and Research Analyst/Portfolio Administrator Jay Llewelyn (CFA), Shareholder and Associate Investment Advisor Joseph Martinez (CFP), and Operations and Service Associate Donna Tomlin. Service delivery is consultative and relationship-based, with personalized financial planning meetings and ongoing advisory engagement as the primary channel; pricing is not publicly disclosed but follows an annual, subscription-style billing cadence typical of fee-only RIAs. Marketing relies on the firm's website and blog content, professional credentialing (CFP, CFA), and earned regional recognition including the Main-Line Parent 2026 LOVE Award and the Philadelphia Forum 77.

Entrust Financial firmographics

Firmographics

Name: Entrust Financial
Legal name: Entrust Financial LLC
Website: https://entrustfinancial.com
Company type: Private
Founded year: 2023
Operating status: Operating
Headcount range: 1–10 employees
Short description: Entrust Financial is an independent, fee-only wealth management firm based in Wayne, Pennsylvania, serving high-net-worth individuals, families, and business owners across four PA counties with holistic financial planning, investment management, and impact investing services.
Ownership category
akta.pro rank

Entrust Financial industry classification

Industry

Product category: Wealth Management
SIC: Investment Advice (6282)
akta.pro primary industry: Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

Wealth management services
Financial planning
Investment management
Impact investing
Fiduciary advisory

Where Entrust Financial is headquartered

Location

Headquarters

HQ city: Wayne
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Entrust Financial business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

Fee-Only Advisory Services: Entrust Financial operates as a fee-only wealth management firm, meaning they are compensated directly by clients rather than through commissions on financial products. This fiduciary model aligns their interests with clients' best interests.

Pricing tiers

Model	Billing	Price
Subscription	Annual	Fee-only wealth management services

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Entrust Financial product offering

Product offering

Core offering

Entrust Financial is an independent, fee-only wealth management firm that delivers holistic financial planning and investment management services to high-net-worth individuals, families, and business owners in Pennsylvania. The firm operates under a fiduciary standard, offers specialty impact investing for values-aligned clients, and provides a complimentary Second Opinion Service review of existing financial plans for prospective clients.

Product overview

Entrust Financial is an independent, fee-only wealth management firm offering a unified suite of financial advisory services. The core offering comprises wealth management, holistic financial planning, and investment management services, supported by a fiduciary standard of always putting clients' interests first. The firm also provides specialty impact investing services for values-aligned clients, a complimentary Second Opinion Service for prospective clients, and a Client Portal for existing client account management. As a B Corp Certified firm, Entrust Financial emphasizes building wealth in a way that adds meaning to clients' lives while adhering to holistic planning principles.

Differentiator

Problem solved

Functional benefit

Products and services

Wealth Management Independent, fee-only wealth management services committed to building wealth in a way that adds meaning to clients' lives, delivered to high-net-worth individuals, families, and business owners in Pennsylvania.
Holistic Financial Planning Comprehensive financial planning that supports holistic decision-making, combining quantitative and qualitative approaches to help clients achieve their financial goals.
Investment Management Astute investment management that blends quantitative and qualitative purposes, aligned with fiduciary standards for client portfolios.
Impact Investing

Companies that use Entrust Financial

Customer profile

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Entrust Financial technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Entrust Financial partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

B CorporationcoreOthersEntrust Financial is B Corp Certified, demonstrating commitment to meeting high standards of verified performance, transparency, and accountability. This certification requires meeting social and environmental performance standards.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Entrust Financial competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Entrust Financial compliance and trust

Trust signal

Compliance3 records

Entrust Financial financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Entrust Financial leadership team

Management profile

Number of profiles

Profiles6 records

Entrust Financial funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Entrust Financial M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Entrust Financial

What does Entrust Financial do?

Is Entrust Financial a public or private company?

Entrust Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Entrust Financial founded?

Entrust Financial was founded in 2023. It employs 1 to 10 people.

Where is Entrust Financial based?

Entrust Financial is headquartered in Wayne, United States, in the North America region.

How does Entrust Financial make money?

One revenue line is on record: fee-Only Advisory Services.

Does Entrust Financial have an API?

No public API is recorded for Entrust Financial.

What industry is Entrust Financial in?

Entrust Financial's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its SIC code is 6282.