At Brendle Financial Group, LLC and Brendle Crouse P.A., we believe providing superior customer service and support to each of our clients is paramount to tax and wealth management success. No one strategy fits everyone, which is why every client gets our undivided attention – from planning to execution to follow-up. Our knowledge as both Financial Advisors and CPAs allows us to provide you with critical tax-optimized strategies that advisors who are not affiliated with a CPA practice simply cannot offer. Our tax-optimized approach to wealth management is designed to help our clients reach their financial goals and make their aspirations a reality. With over 40 years of tax planning, coupled with outstanding wealth management services, we provide a comprehensive approach to creating a successful future for you, your family and your business.

Our relationship with you begins with a comprehensive evaluation of your goals and dreams. Through an ongoing consultative approach, we work closely with you to understand what you face in life.

“I have a genuine interest in our clients’ success. Getting to know clients on a personal level allows me to understand their goals and perspective. Helping clients with achieving these goals provides the greatest satisfaction in my work.” As owner and president of Brendle Financial Group, LLC and Brendle Crouse...
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...
“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...