MADISON, NJ July 28, 2009 – Robert DiQuollo, president and senior financial advisor, and Jeremy T. Welther, senior financial advisor, both with Brinton Eaton Wealth Advisors, Madison, NJ, have been named to the MD Preferred Financial Advisor Network, a national directory of financial advisors who are specially qualified to work closely with medical facilities, practice groups and physicians.
DiQuollo and Welther specialize in financial planning, investment research, portfolio management, and tax planning. DiQuollo is a Certified Financial Planner™ (CFP®) practitioner, a Certified Public Accountant (CPA) and a Personal Financial Specialist (CPA/PFS). He holds bachelor’s and master’s degrees from Seton Hall University. Welther is a Certified Financial Planner™ (CFP®) practitioner and also holds the Accredited Investment Fiduciary™ (AIF) designation. He is a graduate of Susquehanna University.
The network is affiliated with the National Association of Personal Financial Advisors (NAPFA), the leading organization dedicated to the advancement of fee-only comprehensive financial planning. The new program offers physicians access to fee-only financial advisors who act strictly in a fiduciary capacity and who have successfully completed NAPFA’s stringent application and review process. NAPFA members meet the highest standards for professional competency, comprehensive financial planning and fee-only compensation.
Brinton Eaton provides integrated financial planning, tax strategy, and investment management services to individuals and institutions throughout the United States. Founded in 1988, the full-service, fee-only wealth management firm is a Registered Investment Advisor with the Securities and Exchange Commission. Web: www.brintoneaton.com
Contact:
Jerry Miccolis
Brinton Eaton
800-364-2468
miccolis@brintoneaton.com
Henry Stimpson
Stimpson Communications
508-647-0705
Henry@StimpsonCommunications.com
