Our Story
Despite growing up with parents who were financial planners, Rassler Financial owner, Shanley Campbell, didn’t always know she’d become one too.
Her father and mother, Don and Elizabeth (BJ), started Rassler Associated Planning in the suburbs of Philadelphia in 1982. She grew up literally at the knees of a wealth of knowledge about the industry.
After watching her parents work with a terrified widower after his wife had passed away suddenly, Shanley realized exactly what her parents did. As her parents helped the man through the process, they coached, they counseled, they advocated for someone in their most vulnerable state. At that moment, Shanley thought becoming a financial planner would be a good career choice for her. “I didn’t understand the relationship side of it until then,” she said.
Relationships shape both Shanley and her firm, which she founded in 2005. She worked side-by-side with her mother for 15 years until BJ retired in 2020 (they swear they got along and actually enjoyed it). She counts her clients as friends.
In 2015, Rassler expanded it’s team and today, Nicolette is an integral part of the day to day business and operations. Rassler Financial’s tailored investment approach and the opportunity to develop long term impactful relationships brought Nicolette to the company in 2018 and she quickly found a home. Nicolette is now a CFP® and a Rassler Financial Partner. Her skillset and integrity enhance Rassler Financial to help make it the company it is today.
Rassler Financial has grown to serve hundreds of clients, who are mainly referred to them because of the track record of excellent work with clients for financial planning.
Our primary focus is the creation of retirement; investment and estate plan strategies to help client's realize their financial and life goals.
Discover how we can help you
We can help you with your life-changing events.
Often clients see us when they are having a baby, sending a child off to college or need life insurance. If something has come up in your life where you need to make financial adjustments, give us a call today so we learn more about your needs.
Every decision is tailored toward your personal needs and risk tolerance.
When people think of financial advisors, they think of investing in the stock market. Whether you are looking to set up your retirement investment or manage money you’ve been saving, we can definitely help you. Give us a call and we can start reviewing your financial situation to see what’s best for you.
We help you by creating a strategy that utilizes a wide array of products.
Complex wealth needs require strategies that look out for risks, fees and other areas that could hinder your returns if not invested correctly. Rassler Financial operates primarily on a fee basis and works to tailor strategies so they are suitable and work towards your unique goals. Together we create a strategy that utilizes a wide array of products that support your long-term and short-term goals with the appropriate estimated historical return and volatility.
Partnerships
We are a hybrid registered financial advisor - we have a dual relationship with our Broker Dealer, Triad Advisors, LLC and Continuum Advisory, LLC. We chose this structure for the flexibility to operate on both a fee and commission based practice.
Triad is headquartered in Atlanta, Georgia, and is an independent broker/dealer comprised of successful, independent financial professionals located throughout the United States. As our broker dealer, they provide the most flexible, non-proprietary wealth management platform in the industry with unmatched reports, products, services and support. Triad is one of the top broker/dealers in the industry, as recognized in numerous financial publications and is a part of Advisor Group.
Continuum Advisory is headquartered in Eagle, Idaho with advisors from coast to coast. Continuum provides back office support, compliance and for our advisory services with our custodian, TD Ameritrade.
One phone call will help us start to understand your situation and get a comprehensive overview of your needs.
Steps to get started!
Give our office a call at 215-545-4206 - one of the four of us is almost always available for a quick 15 minute call to see if it makes sense to get together. You don't need to have anything prepared in advance of this call - just a general sense of your current situation and how you think we might be able to help!
If you and we decide it makes sense to invest 90 minutes of time after that call, we will set up a time for us to come to your home, for you to come to our office, or for us to Zoom and further explore if we would like to work together.
There is never any charge for us to determine if working together makes sense for all of us. The only cost is a small amount of your time.
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