JR Raebiger, CFP®, CTFA

Managing Director- Senior Wealth Advisor     

As a Managing Director and Senior Wealth Advisor, JR oversees the Philadelphia office for Waldron. His sophisticated planning and advisory services are tailored to the unique needs of the ultra-high net worth and high net worth families with whom he works. By working this way, he helps his clients find more time in their lives to do the things they enjoy most.

He collaborates with the planning and investment teams to develop customized and comprehensive strategies for his clients, with a focus on trust and estate planning, income tax planning, succession planning for business owners, and family governance for multi-generational families. JR has over 25 years of experience in the financial services industry.  Prior to joining Waldron Private Wealth, he was Managing Director and Relationship Manager at Pitcairn where he focused on providing financial solutions to ultra-high net worth families. He is an active board member of the Shippensburg University Foundation and a member of their investment committee. JR is the proud father of 2 sons and enjoys travel, golf, cooking and many outdoor activities.

Education & Certifications

B.S. Finance, Shippensburg University
Masters of Finance, Temple University

Certified Trust and Fiduciary Advisor
Board Member, Shippensburg University Foundation

Featured in The News

Top Pennsylvania wealth manager John Waldron
With money flowing, Pittsburgh businesses are being bought and sold at record levels

Jul, 2019  |  Michael Krol, CFP®, CPA  |  Recent News

Smart Business Dealmakers: Life After Selling Your Business Will Never Be The Same

May, 2019  |  Michael Krol, CFP®, CPA  |  Publications White Paper

Hall of