About Us
We customize investment strategies for individuals and corporations to help meet their personal and business goals. Through Raymond James Financial Services, Inc., we provide assistance in selecting an asset allocation consistent with your goals, and then execute the strategy using a variety of investment alternatives; including cash, certificates of deposit, fixed income securities, mutual funds, individual equities, investment managers, annuities, and insurance products. We strive to maximize your income by providing processes vital to your financial future, including estate planning, tax deferral planning, distribution planning, wealth transfer, managing account expectations and retirement cash flow analysis.
Why us? We pioneer a service-oriented approach to asset management in which the majority of our resources are spent retaining clients, not attracting new prospects. We work as a team and come from diverse backgrounds to provide original and profound insight on our customized client solutions. State-of-the-art technological systems allow us to provide efficient and effective client service. Our staff's blend of experience and education can help you accomplish your financial objectives.
Michael J. Irwin is the president of Irwin Financial, Inc., which provides investment advisory services though Raymond James Financial Services, Inc. (RJFS). He is a registered investment advisor representative and the branch manager of the Altoona office of RJFS.
A native of Altoona, Pennsylvania, Mike attended Penn State University, where he graduated with a B.S. in accounting. He had the distinction of being Joe Paterno’s first football captain at Penn State. He began his financial-planning career in 1983 with Kidder Peabody Inc., before joining RJFS in 1991. He has been providing financial advice for over twenty-eight years. Prior to servicing clients’ needs in the investment business, Mike was the executive vice president of the Hite Company and a special agent with the Federal Bureau of Investigation (FBI).
Mike is actively involved with the Allegheny Mountain Convention & Visitors Bureau, Penn State-Altoona Campus Advisory Board, Blair County Historical Society, the Penn State Alumni Association, the St. Francis University Cabinet, the Pennsylvania Economy League and various other community organizations. He and his wife, Gail, have three children. In his leisure time, Mike enjoys playing golf and tennis and comments on Penn State football for a local television show.
M. Brian Irwin is a financial consultant with RJFS and branch manager at Irwin Financial, Inc. He is a Certified Public Accountant and graduated with a Bachelor of Business Administration in accountancy from the University of Notre Dame in 1994. He has been on the Irwin Financial, Inc. staff since 1998. Previously, Brian spent five years with Ernst & Young LLP as a tax consultant and auditor in Washington D.C. and Pittsburgh, PA.
In the community, Brian is involved with the Greater Altoona Economic Development Corporation board of directors, the Blair County Chamber of Commerce, the Blair County Sports Hall of Fame Selection Committee, the PICPA, the Central PA Notre Dame Club, and various other community organizations.
Brian and his wife Melissa have a daughter, Josephine, and live in Hollidaysburg.
Eric R. Irwin joined the Irwin Financial, Inc. staff as a financial consultant in 2000. Eric is a Certified Public Accountant and 1996 Lehigh University graduate with a Bachelor of Business Administration Degree. Previously, Eric spent several years working as a certified public accountant with Fiore, Fedeli & Snyder, CPA in the central Pennsylvania area and KPMG Peat Marwick out of the Short Hills, NJ office.
Eric is active in the community as a past member of the Board of Directors for the Altoona Area School District. He also sits on the board of directors for the Blair Respiratory Disease Society and is active with other community organizations. He and his wife Meghan have two daughters, Courtney and Skylar, and live in Altoona.
Brian D. Hall joined our staff as a Raymond James financial consultant in 2007. He is a 1999 graduate of the Pennsylvania State University where he earned a Bachelor of Science degree in Mechanical Engineering. Before joining Irwin Financial, Inc, Brian worked locally as a mechanical engineer. In his free time, he enjoys playing golf.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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