Julie Brufke Wenger
Owner, Enrolled Agent, Registered Investment Advisor, Insurance Agent, Certified Retirement Counselor
Juli is founder of Phoenix Tax Consultants, LLC. She has been a member of the Phoenixville business community and owned her practice since 1990. Julia is a licensed accountant, tax and certified financial planner, insurance advisor, and experienced real estate investor and developer. She is a graduate of Villanova University with a degree in Accounting. Julia is an active member of the Phoenixville Regional Chamber of Commerce. She has been profiled in Money Matters, It’s Your Call with Lynn Doyle, The Phoenix, The Pottstown Mercury, The Daily Local, and on Pottstown Cable TV.
Her personal experience in the areas of divorce, elder care, parenting, and business ownership—and her emphasis on planning—have helped grow her practice to over 1,500 clients. She is sensitive to the concerns of individuals making financial decisions and considers the clients’ complete situations when planning for them. Her vision for her practice has evolved into a one-stop source for taxes and financial services. This expanded role is convenient for clients and assists in developing tax-efficient investment strategies aimed at maximum results.
In addition to all of this, Julia is the mother of four daughters.Her oldest, Martha, graduated from Drexel University. Her second oldest Juliegrace is currently at Georgetown University as a White House Journalist and her other daughter Sarah is attending Villanova University, while her youngest Carly is a senior at the Academy of Notre Dame de Namur. She, her husband Ron, and her daughter Martha ran two half marathons this fall!