Robert W Burner

Robert W. Bruner Founder and Investment Advisor Representative … has over 30 years of experience in the investment industry, his career beginning with the Van Kampen Funds in Chicago. During this time, family and friends sought his advice on finances; and through these discussions, Bob realized that many people were being underserved by their financial advisors. Ineffective communication, unimpressive financial planning, vague understanding of portfolios, little understanding of fee structures, and no goal-seeking discussions led to very low client satisfaction. Bob believed there was a better way to educate and serve clients . . . so BRUNER Wealth Management, LLC was launched in 1997. With his office now in Mountville, PA, Bob is an Investment Advisor Representative (IAR), which allows for a more integrated planning approach for many of his clients, specifically those who are near retirement, those who have recently retired, and those who have reached their golden years. With his IAR certification—one that requires proper registration and a credentialing exam certified by FINRA—Bob can now function as a fiduciary, one who is bound ethically to act in the best interests of others. In addition, Bob is fully licensed for all general securities and insurance products and has attained several additional certifications—ones that allow him to advise seniors in social security, tax, and long-term care matters and to provide continuing education credits to attorneys and CPAs on tax and other financial issues. Over the years, Bob has assisted numerous people of varying positions and personalities from executives, celebrities, and sports figures to just good hard-working people. With an honest and ethical approach, he utilizes all his financial and business understanding to guide people in the best possible way. His experience and knowledge of mutual funds and tax preparation—plus his vast resources for insurance and investment products—make him the ideal choice for creating personalized solutions to meet clients’ financial situations and to help them achieve their retirement goals and aspirations.