Bucks County Financial Planning Group, Inc. was created in 2001 to give creative advice and personalized service across a wide range of areas to a small, select group of clients. 

We serve 35 families and 3 pension plans.  We keep our client base small on purpose, in order to give each of our clients the individual time and attention they deserve.

Since we do not manage money in-house, we are free to choose from the best available investment options in our market. 

We offer our clients a wide variety of investment choices from large institutional providers to small boutique firms.

We are committed to providing you with the best possible financial services to meet your individual goals.  

Give us a call today to see what we can do for you and your family.  We offer a no obligation investment and planning review.

 

Michael R. McGlashen, J.D.

  

Mr. McGlashen is trained as a tax attorney with a specialization in estate planning, financial planning, and small business operations.  

He is the President and CEO of Bucks County Financial Planning Group, Inc.  He does not practice law, but rather devotes  himself to serving the needs of his clients.

 

EDUCATION

Mr. McGlashen earned his undergraduate degree from Temple University in Philadelphia, Pennsylvania, graduating summa cum laude, and elected into Phi Beta Kappa.

 

He received his Jurist Doctorate degree from the University of Florida College of Law. UF is ranked as one of the top tax law schools in the country, recently ranked 2nd in the nation by U.S. News & World Report. The University of Florida’s Estate & Trust program is also nationally recognized. Mr. McGlashen clerked for Florida’s 8th Judicial Circuit Probate Division while in law school.

EXPERIENCE

Prior to registering Bucks County Financial Planning Group, Inc. (BCFPG) as an independent Registered Investment Advisory (RIA), Michael worked in partnership with Capital Planning Advisory Group, Inc. for eight years from Oct 2001 till Nov 2009.  

 

Prior to law school, Mr. McGlashen owned and operated four retail stores, a distribution center, and a consulting business in the Philadelphia area. His retail stores and business ideas where featured on the front page of the Philadelphia Inquirer's Business section in April of 1987. After selling his business interests in 1989, he traveled throughout the country as an independent consultant.

 

PRACTICE AREA

Mr. McGlashen restricts his practice to small business owners, executives, and retirees. He specializes in providing integrated, personalized solutions to individuals in order to help them develop and implement complex estate, business succession, retirement, and investment plans. He is a recognized leader in providing financial and estate planning services to highly affluent individuals.

 

Although many of his clients already have trusted, long-term advisers (attorney, CPA, stock broker, insurance agent, and others) his work supplements and coordinates the services other advisers provide.

What sets him apart is he looks at all aspects of a client’s financial plan and pulls them together in a cross-disciplinary manner in order to most effectively help the client meet their financial goals and objectives.

His unique combination of business experience and education make him the perfect lead advisor for the busy business owner or executive.

 

 

PERSONAL

Michael is married and the father of a six year old girl. He coaches little league soccer and is active in the Union League of Philadelphia as an ambassador and docent.

Michael served in the U.S. Army Reserves as a Military Policeman from 1981 to 1987.

He was formerly Chairman of the Board of Auditors for his township.