PROFESSIONAL PROFILE

Fox,Penberthy & Dehn is a preeminent wealth management team that provides in-depth wealth management, retirement, investment, and estate planning education and solutions for individuals, families, endowments, and small to mid-size business owners.

Our services include:

-Written Financial Strategies
-Estate Planning & Wealth Management
-Portfolio Analysis & Investment Management
-Retirement Planning & Cash Flow Analysis
-Investment Policy & Asset Allocation Consulting
-Stock Option & Concentrated Stock Strategies
-Alternative Investments & Private Equity
-Private Banking & Liability Management
-Non Profit & Philanthropic Consulting
-Corporate Cash Management
-Trust Administration & Management
-Corporate 401(K) & Retirement Plans
-In-Depth Insurance Reviews
-Corporate Financial Strategies
-College 529 Plans
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Albert A. Fox is a Wealth Management Advisor, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., CIMA, and ARPC designate with Merrill Lynch in Mount Laurel, New Jersey. He graduated from Rutgers University with a Bachelor of Science degree in Accounting and Finance. Outside of Merrill Lynch, Albert is a former Chairman of the National Kidney Foundation of the Delaware Valley. Albert and his wife Nikki reside in Lumberton, New Jersey with their daughter Alissa and twin boys Zachary and Jackson.

Edward M. Penberthy is a Wealth Management Advisor, CFP®, CIMA, and ARPC designate with Merrill Lynch in Mount Laurel, New Jersey. He graduated from Lehigh University with a degree in Economics. Outside of Merrill Lynch, Ed supports charitable organizations such as the National Kidney Foundation and Philadelphia Futures. Ed, his wife Kate, daughter Emma, and son Eddie reside in Cherry Hill, New Jersey.

Joseph G. Dehn is an Assistant Vice President, CFP®, CFM, and ARPC designate with Merrill Lynch in Mount Laurel, New Jersey. He graduated with Honors from Rutgers University with a degree in Finance. Outside of Merrill Lynch, Joseph has supported organizations such as the Alzheimer's Association. Joseph and his wife Kathleen reside in Burlington Township, New Jersey with their daughters Allison and Lindsay and two Labrador Retrievers.