Irwin Financial, Inc.An Independent Firm
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. Michael provides Investment Advisory Services through Raymond James Financial Services Advisors, Inc. He is a registered investment advisor representative of the Altoona office of Raymond James.
In the community, Mike is active as Chairman of the Penn State-Altoona Campus Advisory Board and as a director on both the Allegheny Mountain Convention & Visitors Bureau board and the Altoona Railroaders Memorial Museum board. He is also involved with 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 and nine grandchildren. In his leisure time, Mike enjoys playing golf and tennis and comments on Penn State football for a local television show “The Nitwits”.
Certified Public Accountant
Assistant Branch Manager
M. Brian Irwin is a financial consultant with Raymond James 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.
Certified Public Accountant
Eric R. Irwin joined the Irwin Financial, Inc. staff as a financial consultant in 2000. Eric is a Certified Financial Planner and a Certified Public Accountant*. He graduated from Lehigh University in 1996 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 is Treasurer for the Blair Respiratory Disease Society and sits on the Sheetz Center Advisory Board (Sheetz Center for Entrepreneurial Excellence) and is active with other community organizations. He and his wife Meghan have three daughters, Courtney, Skylar, and Erika, and live in Altoona.
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
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1
By the numbers*
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 6/30/2014
1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
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.