Brandon Skupski

Brandon’s passion for investing began early. As a kid, he watched nightly stock market updates with his dad and joined an investing club in high school where he built mock portfolios and learned the fundamentals of market behavior. That early curiosity grew into a lifelong commitment to disciplined, thoughtful investment management.

Brandon brings a strong background in investment analysis, asset allocation, portfolio construction and management, investment research, and financial planning. As Associate Partner – Portfolio Strategist, he focuses on building and managing asset allocation portfolios that align with each client’s goals, risk tolerance, and time horizon.

He specializes in helping clients understand when their portfolios may be overweight or underweight in certain areas and rebalancing them to support long-term outcomes. His philosophy is simple: help clients achieve their objectives while taking the appropriate amount of risk.

What Brandon finds most meaningful is the peace of mind a well-built plan can bring. He loves seeing the relief clients feel when they have a clear roadmap and a partner they trust to guide them through market cycles, retirement planning, and legacy decisions.

Brandon holds the Series 7, Series 66 through LPL Financial, and his PA Life & Insurance License.

He grew up in Norristown and now lives in Gilbertsville with his wife and sons. Before entering financial services, he built horse trailers and remains deeply involved in his community, including volunteering with the Boy Scouts. He also coaches wresting and soccer.