Michael Engler’s professional focus is on business and personal financial services, estate preservation, and investment strategies especially for retirement.
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Michael prepares personalized financial strategies, serving high-net-worth individuals, and guides them through a planning process concentrating on suitable recommendations. His comprehensive approach delves into several key areas, including, but not limited to: developing investment strategies; creating tax-efficient means of wealth accumulation, distribution and transfer; and protection management.

Working with a team of professional associates, Michael concentrates his efforts in Pennsylvania and New Jersey, especially Lehigh Valley, Pennsylvania and the New York Tri-State area.
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Seminars: Michael presents seminars, educating employees of all types of organizations, including Associations and CPA Firms.
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Education, Professional & Accreditations:
Series 7, 65 & 63 FINRA securities registrations, as well as, life and health insurance licenses
Experienced in Qualified/Defined Contribution Plans (i.e. 401(k) plans-administration)
Maintains continuing education in the areas of Estate Planning, Risk Management, and Retirement Planning
Michael is a graduate of East Stroudsburg University, receiving a BA

Member of: The Greater Lehigh Valley Chamber of Commerce
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Michael, his wife Rebecca, daughter Hailey, and son Brayden live in the Lehigh Valley, Pennsylvania.