Flagship Financial is an independent, privately owned wealth management firm based in Pennsylvania. We offer a broad spectrum of financial planning services to clients around the country, at all stages in their financial journeys. We’ve been in the wealth management industry for decades, and have continued to grow and adapt to our clients’ needs along the way.
We take a hands-on and proactive approach to financial planning, with an emphasis on listening to every client’s individual needs and helping them meet their financial goals. We take an in-depth look at your whole financial picture, and provide you with one-on-one access directly to your dedicated advisor. Additionally, we strive to educate our clients on their financial circumstances, so that they can become an active participant in planning for their futures.
Through our commitment to integrity, trust, and a personalized experience, we build long-term partnerships with each client so that we can support them at every stage of their financial journeys.
In 1996, Thomas Kalejta created Kalejta Financial Management. He was joined not long after by Dean Fox, who quickly rose to the position of Vice President. For over two decades, Dean and Tom grew and developed Kalejta Financial Management into a thriving firm focused on building personal relationships with clients and helping them secure their financial futures.
Sadly, Tom passed in 2020, but we still stand firmly upon the foundation of trust and integrity that we created. Now under the name of Flagship Financial, we strive each day to uphold his commitment to client education and personalized care in our own client relationships.
At Flagship Financial, service is at the heart of all we do. We aim to serve our clients through education and empowerment, and our firm and individual team members work to serve the community that we live in.
We’ve partnered with national and local charities alike, including the American Cancer Society, Toys for Tots, The Make-a-Wish Foundation, and Shady Hollow Assisted Riding. We also support multiple scholarship programs in the local community. We are members of over a dozen organizations, including the Chambers of Commerce for Perkiomen Valley, Spring-Ford, and Tri-County. The professional financial organizations of which we are members include the National Association of Insurance and Financial Advisors, the Institute of Business and Finances, the Society of Financial Service Professionals, the Financial Services Institute, and the International Association of Registered Financial Consultants.
Our commitment to our community is the same as our commitment to our clients: We want to be partners in building a brighter future, together.