Sensenig Capital Advisors

Sensenig Capital Advisors Independent. Fee-only. Peace of mind, through smart financial decisions.
(1)

We were honored to support Motley's Mission at their 4th Annual Golf Outing! This wonderful organization is all about le...
05/20/2025

We were honored to support Motley's Mission at their 4th Annual Golf Outing! This wonderful organization is all about lending a helping hand to families in crisis, making day-to-day life a little easier. If you’d like to learn more about their mission, check it out here: https://www.motleysmission.org/.

⛳️ Huge thank you to our Presenting Sponsor Sensenig Capital Advisors for supporting our 4th Annual Golf Outing! 💚 Your generous contribution helps us drive awareness and support mental wellness in our community. We couldn’t do it without you!

Choosing the right financial planner is crucial for your financial success. An independent, fee-only fiduciary is ideal....
12/12/2024

Choosing the right financial planner is crucial for your financial success. An independent, fee-only fiduciary is ideal. They should also communicate clearly, put your interests first, and develop a customized plan that adapts as your life changes.

Curious about finding the right planner for you? Watch our video for tips:

Choosing the right financial planner is crucial for your financial success. But what should you be looking for? In this segment, we outline key factors to co...

What does an asset planner do? A financial or asset planner helps you strategically manage and grow your assets. They cr...
12/04/2024

What does an asset planner do? A financial or asset planner helps you strategically manage and grow your assets. They create personalized plans tailored to your goals, from investing and wealth protection to tax-efficient strategies and retirement planning. Their expertise ensures your financial future is in good hands.

Would you like to learn more about how an asset planner can assist you? Check out the third video in our asset planning series.

Financial planners do more than just crunch numbers—they help secure your financial well-being. In this segment, we break down the role of an asset planner a...

What is asset planning? It involves more than just managing your wealth.  Asset planning is the process of organizing an...
11/21/2024

What is asset planning? It involves more than just managing your wealth.

Asset planning is the process of organizing and preparing your assets to ensure they grow, remain protected, and are easily transferred when needed. This approach secures your financial future and safeguards your legacy. To learn more about the importance of asset planning, check out our latest video:

Asset planning is key to securing your financial future, but what does it actually mean? In this video, we explain the concept of asset planning, covering it...

Discover our latest video series on Asset Planning, which is essential for achieving financial security. In this new vid...
11/12/2024

Discover our latest video series on Asset Planning, which is essential for achieving financial security. In this new video, we address common questions related to financial planning, focusing on how to protect and grow your wealth. You'll learn how to ensure your assets are working for you both now and in the future.

In this series, we cover:

- What is asset planning?
- What does an asset planner (or financial planner) do?
- What should I look for in a financial planner?
- What sets Sensenig Capital's financial planners apart?

In this video, Sensenig Capital Advisors breaks down the essentials of asset planning, helping small business owners take control of their financial future. ...

Are you prepared for the next chapter of your business? Our last video in our series on exit planning provides all the i...
10/30/2024

Are you prepared for the next chapter of your business? Our last video in our series on exit planning provides all the information you need to ensure a smooth transition while maximizing value. Check it out to learn about the essential members of your exit planning team:

Are you a small business owner considering your next steps? Developing a comprehensive business exit strategy is crucial to ensuring a smooth transition and ...

Check out our third video in the Exit Planning series on creating a successful business exit strategy. Whether you’re co...
10/24/2024

Check out our third video in the Exit Planning series on creating a successful business exit strategy. Whether you’re considering selling to employees or engaging with external buyers, we have the tips you need. Discover various exit strategy options here:

"Are you a small business owner considering your next steps? Developing a comprehensive business exit strategy is crucial to ensuring a smooth transition and...

Are you considering life after your business? Our latest video in the Exit Planning Series provides valuable insights in...
10/16/2024

Are you considering life after your business?

Our latest video in the Exit Planning Series provides valuable insights into creating a business exit strategy that ensures a seamless transition and financial security for you and your family. Gain knowledge about:

- What an exit plan should look like
- Examples of exit strategy options
- The ideal mindset for planning your exit strategy
- Who should be on your exit planning

Check it out here:

"Are you a small business owner considering your next steps? Developing a comprehensive business exit strategy is crucial to ensuring a smooth transition and...

In recognition of National Financial Planning month, we will be sharing videos throughout the month of October regarding...
10/08/2024

In recognition of National Financial Planning month, we will be sharing videos throughout the month of October regarding business exit planning. Planning for the future of your business? Watch our latest video on crafting a comprehensive business exit strategy that maximizes value and secures your financial future. From internal transitions to third-party sales, we cover it all! Watch now and start planning. Peace of mind, through smart financial decisions.

Are you a small business owner considering your next steps? Developing a comprehensive business exit strategy is crucial to ensuring a smooth transition and ...

Sensenig Capital Advisors is proud to support Motley's Mission, a local organization that provides resources and support...
04/11/2024

Sensenig Capital Advisors is proud to support Motley's Mission, a local organization that provides resources and support to families impacted by their loved ones' mental health battles. To learn more or support Motley's Mission, visit https://www.motleysmission.org/.

For the 3rd year, we have been so happy to have Sensenig Capital Advisor as a major supporter of our annual golf outing. We appreciate their continued support!

Sensenig Capital Advisors is a fee-only financial advisory firm located in Collegeville, Pennsylvania, serving clients in the Mid-Atlantic region and across the country. Their firm specializes in wealth management, institutional asset management, 401(k) and other company retirement plans, and personal financial planning.

Check them out at https://sensenigcapital.com/

Congratulations to Sue Anuzelli, FPQP®, who recently received the Financial Paraplanner Qualified Professional™ designat...
03/20/2024

Congratulations to Sue Anuzelli, FPQP®, who recently received the Financial Paraplanner Qualified Professional™ designation.
The certification is offered by the College for Financial Planning and emphasizes the practical application of key financial planning concepts, including:

-Personal Finance Basics

-Six Foundational Topic Areas: business ownership, cash management, insurance basics, investments, retirement planning, and estate planning

Sue will continue with Continuing Education credits throughout the year and provide valuable support to our Advisory staff & clients.

Uncertainty, questions about retirement, and whether an individual is ready to take the exciting leap into the next phas...
03/06/2024

Uncertainty, questions about retirement, and whether an individual is ready to take the exciting leap into the next phase are common. Check out our link below to learn how Sensenig Capital Advisors has helped a partner of a local architecture firm discover the advantages of personal financial planning as it relates to their financial situation and ability to retire.

The advantages of personal financial planning are myriad as shown by this case study highlighting the journey of a partner at a Pennsylvania architecture firm.

Address

100 Springhouse Drive, Ste 107
Collegeville, PA
19426

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+16105849700

Alerts

Be the first to know and let us send you an email when Sensenig Capital Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sensenig Capital Advisors:

Share

Meet Our Team

Jeremy C. Brenn, MBA, CFP® – President, Senior Wealth Advisor

Jeremy Brenn manages the strategic direction for Sensenig Capital, and is responsible for many of the firm’s client relationships. Jeremy earned his Bachelor of Arts degree from York College of Pennsylvania, as well as a Master of Business Administration in Finance from Hood College, Frederick, Maryland.

Jeremy is an active member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). He has been quoted in the Philadelphia Inquirer and other personal finance related sources. Jeremy currently serves on the Board of Directors at Meadowood Senior Living, the Board of Trustees at Central Schwenkfelder Church, the Board of Directors at the Center for Loss & Bereavement, and the Strategic Team at The Village Norristown.

In his free time, Jeremy likes to workout, play golf, go fly fishing, and sit by the fire pit with friends and family. Having grown up in New Jersey, Jeremy spent many summers at the shore, a tradition which he now shares with his own family. Jeremy and his wife live in Audubon, Pennsylvania with their three boys.