My Philosophy
Hi, I'm Casey Fehl and welcome to my website. My philosophy has always been to provide the same advice to my clients that I would give to my own parents, my own friends, and that I would practice myself.
A little bit about myself
I’ve been a financial professional with Equitable Advisors since I graduated college – I’ve only ever had one job with one company. My financial services practice focuses primarily on insurance and retirement planning for individuals and small to mid-size companies.
I live in Wayne, PA with my wife, Marissa, and two sons, Charlie and Teddy. My hobbies include:
- driving to and from kids’ sporting events
- picking things up off the ground
- and loading the dishwasher
When I’m not doing the above, I'm a big Philly sports fan and I love playing pick-up basketball.
In memory of my best friend, Alex Baranowski, I have served as the co-chairman of The Mark Alexander Baranowski Memorial Fund for the past 17 years. In that time, we have raised close to $200,000 for the Children's Hospital of Philadelphia.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
Financial
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Wealth
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Estate planning
strategies
Risk
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Why work with a financial professional
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.
Choosing the right financial professional for your wealth management needs
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
The right financial strategy can make all the difference
We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.