Robert Fertman is the sole owner of Bryn Mawr Wealth Management LLC.  He has been a Financial Advisor since 1996, beginning his financial career at Dean Witter before its merger with Morgan Stanley. He also worked at Wachovia Securities and as an independent Financial Advisor at LPL Financial Services. In 2007, he registered his firm as a Registered Investment Advisor, managing accounts at TD Ameritrade Institutional, and following their acquisition in 2023, with Charles Schwab Advisor Services. Robert graduated from Rider University in 1985 with a degree in Finance and also from American University in 1994 with a Master's Degree in Organization Development.

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Robert manages money with a focus on Total Return and Income Investing. His allocations are tailored to individual clients, balancing their need for tax-efficient retirement income with the appreciation of their investment assets. He makes significant use of alternative investments, Closed-end Funds, and globally diversified portfolios of ETFs and Mutual funds. He advises clients on matters relevant to Social Security decisions, as well as the funding of later-life needs, including the financing of assisted living from investment income, and quality-of-life financial decision-making.

 

Robert has a variety of personal interests unrelated to his investment business, including acting, and has been in several short independent films. He is also interested in dancing and has studied conversational Spanish since 2012. He has long been interested in the human potential movement, is a Pennsylvania Freemason, and a practicing Buddhist. He is also a certified life coach and a Shiatsu Practitioner.