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Wealth

Charles O. Posnecker, IV CFA, CFP®, CTFA®, AEP®, CAP®

Senior Wealth Advisor
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Charles Posnecker

Charles O. Posnecker, IV CFA, CFP®, CTFA®, AEP®, CAP® is a Senior Wealth Advisor at Bryn Mawr Capital Management, having joined the firm in 2017 after working twelve years in trust administration. Chuck helps individuals, trusts, and institutions achieve their goals by providing guidance on investing, portfolio management, and financial planning. Chuck is a Chartered Financial Analyst®, Certified Financial Planner™, Certified Trust and Fiduciary Advisor, Accredited Estate Planner®, and Chartered Advisor in Philanthropy®.

Read Articles by Charles O. Posnecker, IV CFA, CFP®, CTFA®, AEP®, CAP®

  • A man and a woman looking at a tablet.

    Financial Planning

    Ways to Prepare for Wealth Transfer to the Next Generation

    An estimated $60 trillion is expected to be transferred from baby boomers to their heirs in the coming years. Accordingly,…

    • Article
    | 3 min read
  • Businesswoman speaking with man and woman.

    Financial Planning

    Ways to Prepare for Receiving an Inheritance

    An estimated $60 trillion is expected to be transferred from baby boomers to their heirs in the coming years. The…

    • Article
    | 3 min read
  • A couple talking with a businessperson.

    Financial Planning

    Five Financial Moves to Consider Before the End of the Year

    Annual financial check-ups are as important as annual physicals at your doctor’s office. Life gets busy and it is easy…

    • Article
    | 3 min read
  • A man and a woman using their laptop at the kitchen table.

    Financial Planning

    Investing after Retirement: Tips for Spending After Retiring

    There are countless articles about saving, investing, and budgeting for retirement, otherwise known as asset accumulation, because a few general…

    • Article
    | 3 min read
  • A banker reviewing paperwork with a man and a woman.

    Financial Planning

    Six Ways to Protect your 401(k) During a Stock Market Crash

    A stock market crash is simply a sharp downturn in prices that can happen swiftly and often with no notice.…

    • Article
    | 3 min read
  • Woman using laptop and completing paperwork.

    Financial Planning

    Mega Backdoor Roth – How it Works and How it Could Benefit You

    When it comes to saving for retirement, many of us are already familiar with the primary investment savings vehicles offered…

    • Article
    | 3 min read
  • Woman and man using laptop and holding papers.

    Financial Planning

    Stay On Track by Setting Small, Short-Term Financial Goals

    It’s been hard to ignore some of the massive returns seen in the financial markets over the past few years.…

    • Article
    | 3 min read
  • A couple looking at a laptop.

    Financial Planning

    Where Should Retirees Put Their Retirement Money?

    When it comes to investments and retirement, retirees are in a precarious position. You have accumulated a retirement nest egg,…

    • Video
    | 3 min read
  • An illustration depicting currency inflation.

    Financial Planning

    Is it Good to Invest During a Time of Inflation?

    Inflation has been front and center in the news this past year. Anyone that has tried to purchase a used…

    • Article
    | 3 min read