Brian Hungarter
Girard
King Of Prussia,
Pennsylvania
Contact
How to contact
610-337-7640 or hungarterb@meetgirard.com
Professional Profile
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.
Professions
Wealth Manager
Functional Expertise
Capital markets
Cash flow enhancements
Cash management
Charitable giving
Debt
Equity
ESOPs
Estate planning
Fiduciary
Financial Modelling
Investments
Lending
Management succession
Private equity
Private placements
Probate
Real estate
Retirement
Risk management
Strategic planning
Tax
Transaction advisory
Trusts
Exit/Transition Planning
ESG
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.
Professional Certification
J.D., CFP, CEPA
Client Industries
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
Advisor Resource Relationships
EPI
BizEquity
Chapter information
Membership
Philadelphia Corporate
Member since
New Member
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