Strategic Alliances

Some of the Insurance Carriers we work with are:

  • AVIVA
  • AXA/Equitable
  • Genworth
  • Guardian
  • ING
  • Jackson National
  • John Hancock
  • Lincoln
  • Mass Mutual
  • Brighthouse Financial/MetLife
  • Mutual of Omaha
  • Nationwide
  • Penn Mutual
  • Principal
  • Prudential
  • Transamerica
  • William Penn

Some of the Investment Managers we work with are:

  • Alliance Bernstein
  • Astor Investment Management LLC
  • Blackrock Investment Management LLC
  • Brinker Capital
  • Legg Mason Private Portfolio Group, LLC
  • Loomis Sayles & Company, L.P.
  • MFS Investment Management
  • SEI
  • Signature Investment Advisors
  • Standard & Poor's Investment Advisory Services LLC
  • Vanguard

BIRNBAUM ADVISORY has established relationships with Attorneys, CPA's, Third Party Administrators, Qualified Real Estate and Business Appraisers as well as other professionals, helping our clients obtain quality advice and services in numerous fields and all levels of complexity.