Perspective Financial Group, an Alera Group Company, adds to Wealth Advisory Team
David Clark, CFP ®, CRPC ®, joins as a Financial Advisor David Clark, CFP ®, CRPC ®, joins as a Financial Advisor
Deerfield, IL (February XX, 2024) — Perspective Financial Group, an Alera Group Company, announced the expansion of its wealth advisory team. David S. Clark joins as a Financial Advisor focused on retirement and investment planning. In Perspective’s integrated, multi-disciplinary model, David will work in close collaboration with advisors with complementary experience. David is a CFP® Professional and Chartered Retirement Planning Counselor (CRPC®).
“The way David approaches investment planning—client-focused with technical excellence—is a perfect fit in our comprehensive financial planning model,” said Shane M. Johnson, senior partner at Perspective Financial Group. “With this addition, we’re further deepening our existing wealth management services, which integrate retirement, tax, estate, insurance and investments. Right out of the gate, David can help us deliver the holistic solutions that we believe can provide tremendous value to those who give us the opportunity to earn their trust and confidence.”
Prior to joining Perspective Financial Group, David held wealth management roles at Brandywine Oak Private Wealth, where he was part of the founding team. He started his advisory career at Bank of America Merrill Lynch.
David is based in Perspective’s office in Berwyn, Pennsylvania.
About Perspective Financial Group, an Alera Group Company
Perspective is uniquely positioned as an Alera Group Company and a Member Firm of M Financial Group and is independent of any insurance carrier or provider of investment products.
Alera Group’s Wealth Services division is dedicated to enhancing the financial security of clients through a holistic suite of services to address the financial planning, investment and wealth management needs of individuals and families. For more information, visit https://aleragroup.com/wealth-services.
M Financial Group is 100% owned by the Principals of the Member Firms and is a nationwide organization of insurance, investment, and executive benefit firms serving the financial needs of successful individuals, closely held business owners, corporate executives, entrepreneurs and Fortune 1000 companies. For more information, visit www.mfin.com/DisclosureStatement.htm for further details regarding this relationship.
About Alera Group
Alera Group is a top independent, national insurance and financial services firm with more than $1.3 billion in annual revenue, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 4,000 professionals nationwide provides creative, competitive services that help ensure a client’s business and personal success. For more information, visit https://aleragroup.com or follow us on LinkedIn.
2022 Distinguished Estate Planner Award to J.R. Burke
The Philadelphia Estate Planning Council will present its 2022 Distinguished Estate Planner Award to J.R. Burke at the Annual Meeting & Seminar at The Union League of Philadelphia on May 2, 2023. The purpose of this annual award is to honor an individual for outstanding contributions in the field of estate planning.
J.R. Burke is the Founding Principal of Perspective Financial Group, an Alera Group Firm. An active participant in industry organizations, J.R. has led numerous continuing education sessions for PricewaterhouseCoopers, KPMG/Peat Marwick, The Society of Financial Service Professionals, Ernst & Young, Skadden Arps, Pepper, Hamilton & Scheetz, Duane, Morris & Heckscher, the Pennsylvania Institute of CPAs, and the Pennsylvania Bar Institute. He was the financial planning contributing author for The Journal of the American Society of CLU & ChFC from 1985 to 1993, and is currently a member of Million Dollar Round Table (MDRT) and AALU. Since 2015 he has served as an Executive Committee Member of the Board of the Philadelphia Estate Planning Council and is President for their 2018-19 year. J.R. was picked in 2011 through 2018 as one of the Philadelphia Area’s Five Star Wealth Managers.
J.R. graduated from the Wharton School of the University of Pennsylvania with a BS in economics and a major in insurance. He earned the Chartered Life Underwriter (CLU®) designation prior to his graduation, and also holds the Chartered Financial Consultant (ChFC®) and Certified Financial Planner (CFP®) designations, and is an Accredited Estate Planner® Designee (AEP).
A resident of Berwyn, Pennsylvania, for 34 years, J.R. is married with four sons. He continues to be actively involved in his community through local and charitable organizations. J.R. currently serves as a Board member of The Elwyn Foundation, a human services organization meeting the needs of mentally, emotionally and physically challenged people; and until recently was also a Board member of The Nelson Foundation, an independent private foundation that for more than 30 years has supported a variety of programs that provide direct services to children and youth in the Philadelphia region.
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J.R. Burke Named as Forbes Top Financial Security Professional
Alera Group Advisor Ranked #5 in Pennsylvania and #94 Nationwide
August 30, 2022 (Deerfield, IL) — Alera Group Wealth Services Advisor J.R. Burke is among the nation’s top financial security professionals, according to rankings compiled by Forbes.
Burke, a Senior Partner at Perspective Financial Group, an Alera Group company, ranks fifth on Forbes’ list of Top Financial Security Professionals Best-In-State for Pennsylvania. He is 94th on Forbes’ list of America’s Top Financial Security Professionals.
Forbes published its best-in-state and national rankings on July 28.
Alera Group Wealth Services is a division of leading independent national insurance and wealth services firm Alera Group.
“We are proud to have J.R. Burke as a member of Alera Group’s Wealth Services team,” said Tina Hohman, Executive Vice President and Wealth Services Practice Leader. “With more than 45 years of industry experience, J.R. provides clients with unparalleled service and input. This ranking is a well-deserved recognition of his expertise.”
“I am honored to be recognized as one of the nation’s top financial security professionals,” said Burke. “The outstanding service we provide to clients, and the resulting ranking, is only possible because of the remarkable collaborative team at Perspective Financial Group and across Alera Group. I am proud to continue to contribute to our clients’ long-term wellbeing in financial services.”
About Alera Group Wealth Services
Alera Group Wealth Services, a division of Alera Group, is dedicated to enhancing the financial security of clients through a holistic suite of services to address the financial planning, investment and wealth management needs of individuals and families. For more information, visit wealthservices.aleragroup.com
About Alera Group
Alera Group is an independent, national insurance and wealth services firm with more than $1 billion in annual revenue, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 3,500 professionals in more than 130 offices provides creative, competitive services that help ensure a client’s business and personal success. For more information, visit www.aleragroup.com or follow us on LinkedIn.
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Perspective Financial Group Merges with National Financial Services Firm
November 13th, 2018
BERWYN, PA – Perspective Financial Group (Perspective) is pleased to announce that it has become an Alera Group company. Alera Group is a leading national employee benefits, property and casualty, risk management and wealth management firm.
Formed in early 2017, Alera Group is an independent firm originally created through a merger of 24 like-minded, high-performing, entrepreneurial firms across the United States. Their mission is to transform the client experience by providing a greater depth and breadth of tools and resources, education, innovative thinking and constant collaboration. They are committed to enhancing their service offering through national peer collaboration while maintaining the ability to provide clients with local service and the experience and positive outcomes they’ve come to value. Alera Group currently has 58 firms in 70 locations and over 1,000 employees.
Perspective Financial Group (Perspective) is a wealth management firm headquartered in Berwyn, Pennsylvania that has been serving their clients since 1976. The firm integrates insurance and investments with financial, estate and business planning, creating customized solutions to meet their clients’ unique needs. Perspective Financial Group will join Alera Group through local firm Pentra.
“Perspective Financial Group is an exciting addition to Alera Group’s wealth management services, further expanding our existing capabilities in personal wealth management, family wealth transfer, business continuity and transition planning, and executive and employee benefits,” said Alan Levitz, CEO of Alera Group. “We look forward to the collaborative contributions of Perspective and are excited to have them with us as we continue to grow.”
“As part of Alera Group we will broaden our capabilities, improve our service and will have the assurance that our clients will be served long into the future,” said J.R. Burke, Managing Partner of Perspective Financial Group. “As always, our goal is to meet the unique needs of each of our clients through coordinated planning, implementation of industry-leading products and responsive service and thus to elevate the client experience. By combining the capabilities of Alera Group with our existing relationship with M Financial Group, we are now better suited to do just that.”
For more information, visit www.aleragroup.com and www.pfg1976.com
If you have any questions please contact:
J.R. Burke,CLU®,ChFC®,AEP®,CFP®
Principal – Perspective Financial Group, an Alera Group Company
A Member Firm of M Financial Group
Suite 100, 22 Cassatt Avenue Berwyn, PA. 19312
Main # 610-854-0035
e-mail: jrburke@PFG1976.com
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