2045 Irby Lane,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Sean P. Moran, MST is a faith based, licensed financial advisor with over 15 years of corporate tax experience and a passion for helping small business owners and families. Sean helps his clients manage their finances in a tax efficient manner so that they can keep more money in their pockets and give less to the IRS.
Sean holds a B.S. in Accounting from York College of PA as well as a M.S. Tax from Fairleigh Dickinson University as well as a BA in Christian Counseling from Somerset Christian College.
He is passionate about staying at the top of his game, so he can give the best advice to his clients and help them achieve their financial goals and loves helping people live our their values in both investments and legacy strategies.
Jason DeLorenzo is an options guru. He loves creating hedging to protect client’s accounts as well as using stock options as a way to make extra money in the market. He is the owner of Ad Deum Funds, a Registered Investment Advisor in Virginia. Jason offers his support to Sean and his clients to help them with new strategies to grow their money as well as a faith based bent on his investment strategy that works well for Red Barn Financial.
This is my family who I am very proud of. They motivate me to do better every single day. This is the core of the "Red Barn Family" As a client you become part of the Red Barn family.
My part time "employees". They love to help out, especially my oldest son who is 11. He helped invite people to like our Facebook page, created a logo on his computer that had the words "kid friendly" on the picture. It's great to teach them about money at a young age and it's rewarding to see them want to help.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.