ABOUT
FEX Consulting
FEX (Financial Empowerment Exchange) Consulting was founded to empower clients about financial knowledge so they can be a part of the process and eventually make many of their own financial decisions with confidence and guidance. FEX specializes in age groups during their asset accumulation phases in life. We aim to provide a personal comprehensive financial overview which includes risk management, asset utilization, debt management, benefit guidance, cash inflows/outflows summary, investment allocation, goal setting, and recommendations. This report is meant to "line" up our clients for financial success earlier in their careers rather than later. FEX is a fee only planning service that is less obtrusive and less costly than using traditional advisors who will continually charge for assets under management - our goal is to empower our clients, not lock them in a compensation model.
As life gets increasingly complicated, the need to understand the many financial tools and implications of not taking the right steps are profound - a consultation from FEX could alleviate these concerns and bring stability for years to come, please schedule a free consultation today to become more empowered about financial matters that will impact you life.
Our Team
Brian Sheppard, MBA, ChFC
267-546-7271
Currently a Finance Director at The American College of Financial Services, one of the nations leading financial education providers concerning personal finance planning, retirement planning, and wealth management planning. Completed and hold a Chartered Financial Consultant (ChFC) designation from The American College. Previously, Brian held various corporate financial planning roles at Lockheed Martin and other public companies. Brian sees an underserved need for young professionals and independent business owners to understand some basic financial fundamentals that can set them up for years to come - especially if done earlier rather than later. He founded FEX Consulting as a means to communicate his financial knowledge to others so it can be impactful to their personal and professional lives.
Education:
-Villanova University Undergraduate (Finance Major, Economics Minor)
-Drexel University MBA (Innovation Management Concentration)
-Chartered Financial Consultant (ChFC) designation from The American College of Financial Services
-PA Real Estate Licensed Realtor