A.Michael Russo,CFP®, EA

I’m Mike Russo.   I am a native of Berks County and live in Royersford, PA with my wife, Kate, and my two boys, Logan and Connor.  I have been in the financial service industry since 2005 and earned my Certified Financial Planner designation in 2007.  I graduated from the University of Delaware in 1996 and my first job out of college was in the videoconferencing industry where I have made many lifelong friends who have since become valued clients of our firm.  Aside from spending time with my family and friends, I enjoy watching football and playing ice hockey.

I build portfolios for the long term according to individual goals and needs.  Part of this process involves utilizing a Warren Buffet inspired investment methodology.  This approach of purchasing companies at reasonable prices with substantial competitive advantages who pay dividends that have a successful history of growing in the past.