The Face of Tax and Financial Planning: Julia Brufke Wenger, CFP®, ChFC®

Industry-disruptor Julia Brufke Wenger has developed a new way of tax and financial planning. While still offering in-person meetings, she was the first to initiate optional virtual tax prep. A partner at Bala Financial and the owner of Phoenix Tax Consultants LLC, Julia also created a process to solve for the best tax and income results combining tax expertise and certified financial planning. She provides total clarity for clients on how to reach a financial goal, save on taxes and recreate a sustainable paycheck in retirement. Julia is proud to be a certified woman-owned business.

For more information: Bala Financial & Phoenix Tax Consultants LLC | 300 Bridge Street, Chester County, Phoenixville, PA | 610-933-3507 | balafinancial.com

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This is a paid partnership between Bala Financial & Phoenix Tax Consultants LLC and Philadelphia Magazine's City/Studio