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Bryan Mccloskey, NSSA® Advisor · Downingtown, PA

A professional headshot of Bryan Mccloskey, Investment Advisor, Retirement Advisor, National Social Security Certificate Holder of Revisionist Wealth Advisors, LLC in Downingtown, PA

Bryan Mccloskey

Investment Advisor, Retirement Advisor, National Social Security Certificate Holder, Revisionist Wealth Advisors, LLC

107 E. Lancaster Ave, Suite 102 Downingtown, PA 19335
Downingtown, PA 19335

484-431-2227

www.RevisionistWealthAdvisors.com

NSSA® Certified #1968

Professional Profile

Bryan McCloskey is a trusted Investment and Retirement Advisor at Revisionist Wealth Advisors, LLC, located in Downingtown, PA. With over 15 years of experience in the industry and a National Social Security Certificate, Bryan specializes in guiding clients toward proactive and impactful retirement planning decisions. He has developed a unique One-Page Plan Concept that effectively summarizes all critical impact areas in your financial landscape, with a strong focus on Retirement "Paycheck" Planning and maximizing Social Security Benefits, including managing associated Medicare costs.

As a holder of the NSSA® designation in Social Security planning, Bryan Mccloskey brings specialized knowledge of Social Security planning to every client relationship.

Bryan's innovative business model prioritizes fairness in fees and emphasizes proactive planning tailored to each client's unique needs, ensuring that every decision is made with future well-being in mind. His dedication to client success is matched only by his commitment to his family, as he enjoys life in Downingtown with his wonderful wife, lovely daughter, and energetic puppy. Whether you're seeking guidance on investment strategies, retirement planning, or social security benefits, Bryan McCloskey is the knowledgeable and respected expert you can rely on for comprehensive financial advice.

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Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.