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MEMBER PROFILE

 

Brian Hungarter

Girard

 

Member profile details

Membership level
Philadelphia Corporate
First name
Brian
Last name
Hungarter
Title
Wealth Advisor
Company
Girard
XPX Chapter Email Lists
  • Philadelphia News & Events
 

CONTACT INFORMATION

City
King Of Prussia
State
Pennsylvania
 

PROFILE INFORMATION

Call me when
A business owner, executive, or highly-compensated individual is looking to understand the personal consequences of any potential business transaction. We work with individuals pre- and post-transaction, whether they have liquid assets or not.
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Debt
  • Equity
  • ESG
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Financial Modelling
  • Investments
  • Lending
  • Management succession
  • Private equity
  • Private placements
  • Probate
  • Real estate
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Transaction advisory
  • Trusts
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
J.D., CFP, CEPA
In Business Since
1995
How to contact
610-337-7640 or hungarterb@meetgirard.com
Business Focus
As a fiduciary wealth advisor, I help business owners, executives, and high-earners identify and close their wealth gaps. FInancial planning, business succession and exit planning, trust and estate planning, investment management.
Advisor Resource Relationships
  • BizEquity
  • EPI
 Linked members (2)
Name Email Phone
Cristina Barsony, Univest/Girard
David DeVita, Girard, a Univest Wealth Division
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