Bryan Krause Email & Phone Number

Bryan joined Merrill Lynch Wealth Management in 1997 and is deeply committed to helping clients pursue their financial goals and objectives. He was named to the Forbes "Best-in-State Wealth Advisors" list in 2022 (published on April 7, 2022. Rankings based on data as of June 30, 2021 and offers financial strategies to wealthy retirees, attorneys, business executives and entrepreneurs. His focus is to help clients with wealth management services and investment strategies that correlate to the clients unique goals.  His team often works with trusts and both generational and charitable planning, . Additionally, he serves at the Senior Resident Director of the Exton office.Bryan is a partner in the Dome Krause Brooks Wealth Management group. The team's process begins with understanding in detail a client's financial situations, needs and goals and organizing that around wealth projections to develop investment and family planning strategies. The team focuses on customized portfolios with asset allocation strategies that use equities and fixed income, including exchange traded funds (ETFs) and index funds.He holds the *Certified Investment Management Analyst®, CIMA® designation, and is a **CERTIFIED FINANCIAL PLANNER™. Additionally he holds the ***Chartered Retirement Planning Counselor™, CRPC™ and Certified Plan Fiduciary Advisor, CPFA designations. He has also earned Merrill's Retirement Benefits Consultant designation as it relates to working with corporate retirement plans. Bryan is a member of the Investments & Wealth Institute™. He earned a bachelor's degree in finance from Loyola University in Baltimore, Maryland.Bryan and his wife, Kimberly, reside in Chester Springs, PA, with their four sons, Colin, Brendan, Dawson and Jake. Away from the office, Bryan enjoys traveling, watching lacrosse, skiing, playing golf, running and being outdoors.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.***Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.

Listed skills include Investment Management, Retirement Planning, and Financial Analysis.

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  Senior Resident Director - Wealth Management Advisor, Managing Director

  Merrill Lynch Wealth Management

  Jun 1997 - Present

  Dome, Krause, Horan & Associates is a financial advisory team founded on the principles of experience, honesty and integrity. We have more than 100 years of collective experience providing wealth management advice and guidance in a caring and attentive manner to a diverse group of clients located across the country.Today, more than ever, clients' wealth demands constant attention and meticulous strategy. We believe our goals-based approach, integrity and reputation for outstanding service have helped us develop strong multigenerational client relationships, some of which span more than 25 years. Our goal is to serve clients and their families with an outstanding wealth management experience, and guide them along the path toward their financial goals.The members of our team call upon their diverse backgrounds and perspectives to develop key ideas and assess useful information for discussions with clients. Our complementary skills and talents underpin our belief that the strength of our cohesive team is a significant advantage for clients. Having weathered the ups and downs of several market cycles, we know how to adhere to a disciplined approach to help clients ignore short-term market distractions. We also help them remove the emotions associated with their finances, so they can make smart decisions based on their goals.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.

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  Loyola College

  Bachelor'S Degree