Guiding you from complexity to clarity

Life is made up of an infinite amount of choices – including pivotal financial decisions.

At 1792 Wealth Advisors, we’re here to guide you in each critical financial moment. We apply experienced perspective and skill to help you navigate capital markets, weigh your options objectively and move forward with confidence. Through personalized investment management built around the goals you find meaningful, we can help you balance preparing for tomorrow and enjoying all that life has to offer.

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Inspired by history focused on the future

On May 17, 1792, stockbrokers gathered under a buttonwood tree on Wall Street to establish rules for buying and selling bonds and shares for companies. These pioneers who created the first version of the New York Stock Exchange inspire us as we serve clients with integrity and ingenuity. Our name traces its roots to this pivotal event in U.S. financial history, an agreement that showed we’re stronger together. Finding strength in collaboration is a tradition we carry forward today at 1792 Wealth Advisors.

Learn more about us

Robert Milligan, CFP^®, CIMA^®, AIF^®

Managing Partner, 1792 Wealth Advisors Branch Manager, RJFS

Portfolio Strategist, 1792 Wealth Advisors Wealth Advisor, RJFS

Ms Margaret Robina Selby

Director of Operations and Client Services, 1792 Wealth Advisors Registered Client Associate, RJFS

Barry M. Gross, CPFA

Senior Vice President, 1792 Wealth Advisors Investment Manager, Wealth Advisor, RJFS

Brad Mehl, CFP^®, CPFA

Vice President & Partner, 1792 Wealth Advisors Wealth Advisor, RJFS

Christopher D. Marlar

Wealth Advisor, RJFS

Wealth Advisor, RJFS Senior Vice President, 1792 Wealth Advisors

Founder, Sprenkle Wealth Management Financial Advisor, RJFS

David Simon , Certified Exit Planning Advisor

SVP, Partner, 1792 Wealth Advisors Wealth Advisor, RJFS

James F. Marchesi, CFP^®, AIF^®

Partner, Mill Ridge Wealth Management Financial Advisor, RJFS

Michael M. Pirrello, CFP^®, AIF^®

Partner, Mill Ridge Wealth Management Financial Advisor, RJFS

Nicholas J. Buccino, CFP^®

Registered Investment Advisor Agent, 1792 Wealth Advisors Wealth Advisor, RJFS

William Shinners

Director of Business Development, 1792 Wealth Advisors Branch Manager, RJFS

Heather Killian-Srinivasan

Client Relations Specialist

Eileen Elizabeth Kain

Transition Director, 1792 Wealth Advisors Registered Client Relations Specialist, RJFS

Tracey A. Atkinson

Client Services Manager

Senior Client Service Manager

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Dynamic Wealth Planning

Through a plan flexible enough to evolve with you, we help you pursue what brings you purpose.

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a refined process

As an independent practice, transparency and objectivity are at the core of our approach.

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an array of services

We provide full-service wealth management, helping you navigate life and the markets.

The success of your business is key to your well-being. Our planning connects all facets of your life.

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We help build on your success with strategies for preserving your assets and providing retirement income.

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We’ll guide you from college planning to legacy planning, serving as your financial advisor for life.

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We can help create a realistic withdrawal strategy for retirement, allowing you to continue pursuing your goals.

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We know the nuanced needs of corporate retirement plans and we’re ready to serve you.

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Our team deeply understands the priorities and needs of nonprofits and provides tailored advice.

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“Our mission is to help you and your family make smart financial decisions, now and for generations to come.”

The 1792 Wealth Advisors team