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Mike Briglia, CFP®, MBA, CPA/PFS

Voyager | Birder | Advisor

Mike joined Compass Ion Advisors in June 2024 as a wealth management and financial advisory professional, following his tenure at Pillar Wealth Advisors. A true “career changer,” he transitioned into his current role after more than 25 years as a financial and business consulting executive, private equity portfolio manager, and practicing CPA with Price Waterhouse.

Mike specializes in developing and managing comprehensive financial plans to achieve long-term wealth and legacy goals. A resident of Chester County for over 30 years, he and his wife, Beth are deeply engaged in their community. They have three children, ages 26 to 33.

Check the background of this investment professional on FINRA’s BrokerCheck.

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300 Conshohocken State Rd #230,
Conshohocken, PA 19428
877.799.6830
[email protected]
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Securities offered through Keel Point Capital LLC, Member FINRA and SIPC. | finra.org | sipc.org | Important Disclosures

Certain representatives of Compass Ion Advisors are also Registered Representatives offering securities through Keel Point Capital LLC, Member FINRA/SIPC

Check the background of this firm on FINRA’s BrokerCheck | Form ADV 3, Customer Relationship Summary