About
Guiding Your Financial Future Since 1976
Welcome to Brendle Financial Group and Brendle Crouse P.A., where our dedication to superior customer service and support forms the foundation of our tax and wealth management success. Our firm is a blend of two core entities: Brendle Financial Group and Brendle Crouse P.A., each contributing to a holistic approach to your financial well-being.
Brendle Crouse P.A. is our flagship firm, established in 1976, and has been faithfully serving our clients ever since. With a rich history of excellence, we expanded our capabilities in 2001 by integrating Brendle Financial Group, creating a seamless synergy between tax planning and wealth management services.
We specialize in working with wealth management clients, offering comprehensive services that include tax preparation and planning. Our approach is highly personable, characterized by one-on-one interactions, and is focused on building long-term relationships. We believe that your financial journey is a partnership, and we are committed to walking alongside you every step of the way.
About Us
What We Strive For
We believe that providing superior customer service and support to each of our clients is paramount to achieving tax and wealth management success. Our tax-optimized approach to wealth management is designed to help our clients reach their financial goals and turn their aspirations into reality. Our philosophy in planning for your future is not founded on the number of individual transactions we can achieve, but on individual relationships with you, our partner, built on trust and service.
Our firm is driven by the values of consistency, accountability, integrity, commitment, sustainability, and trust. These core principles guide every decision we make and every interaction we have, ensuring that you receive the highest level of service and expertise.
Steven E. Brendle, CPA, PFS, CFP®
Owner, President, and Managing Partner
I am proud to serve as the Owner, President, and Managing Partner at Brendle Financial Group. I have had the privilege of working in the financial services industry since 2000, specializing in complex financial planning and tax planning. My journey in this field has been both rewarding and fulfilling, as I am deeply motivated by helping people become successful and saving them money through proactive planning. What I enjoy most about my job is the planning, solutions, and strategy involved in helping my clients achieve their financial goals. Striving to be the best at the services we provide is a constant source of inspiration for me.
Daniel T. Crouse, CPA
Wealth Management Advisor, Certified Public Accountant & Owner
Daniel joined the firm in 2019 and is a partner with Brendle Financial Group, LLC and co-owner and shareholder of Brendle Crouse P.A. He began his career in public accounting in 2007 and earned his CPA designation in 2012. Daniel enjoys working closely with families on individual, trust, and estate taxation. He is also a Wealth Management Advisor and offers securities through Cetera Wealth Services LLC, member FINRA, SIPC, and investment advisory services through Cetera Wealth Services LLC.
Daniel is a graduate of the University of North Carolina at Charlotte. Originally a Lexington native, he now resides in Winston Salem and is married to his high school sweetheart, Jessie, and has two young sons, Griffin and Hudson. When away from the office, Daniel enjoys time with his family and friends, traveling and fishing.
John A. Barrow, CPA, PFS, CFP®
Wealth Management Advisor
“I am passionate about providing clients exceptional wealth management, investment and comprehensive financial planning services. My goal is to build lifelong personal and professional relationships with each of my clients, helping them to pursue their life’s dreams.”
John joined the Brendle team in February 2018 as a financial advisor, and offers securities through Cetera Wealth Services LLC, member FINRA, SIPC, and investment advisory services through Cetera Wealth Services LLC. John joins the firm with experience as a both a CPA and financial planner, and he is passionate about helping individuals and businesses plan and prepare for financial success.
Allegra J. Phillips
Client Services Specialist and Wealth Management Assistant
As a Client Services Specialist and Wealth Management Assistant at Brendle Financial Group, I work across both the CPA and Wealth Management sides of the business, and I am well-versed in the unique processes and operational support each service requires. Since joining the financial services industry in 2017, I have dedicated myself to supporting our team in providing a consistent, exceptional service experience for our clients. In my role, I serve as a primary point of contact for both our clients and our team. I take pride in my ability to "change hats" as needed, managing numerous duties and responsibilities with ease. One of the aspects I enjoy most about my job is getting to know our clients and developing strong working relationships with them. I love being someone they can rely on for any question or need, no matter how minor. If a request falls outside my scope, I am dedicated to following through until the question is answered or the need is met.