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Debra Cloud Kriebel

Advisor at CW Advisors, LLC — Kennett Square, PA

Updated today

Credentials

CFP®

Experience

27 years

Location

Kennett Square, PA

CW Advisors, LLC logo

CW Advisors, LLC

Multi-team

Total advisors

93

Across 32 offices

Clients per advisor

69 High

Avg AUM per client

$2,241,132 Very High

HNW client ratio

51% Very High

About

Debra Kriebel is a CFP® professional with 27 years of industry experience. She is currently with CW Advisors, LLC and previously worked for Pinnacle Advisory Group, Inc. for 25 years. She is also a partner in Waypoint Consulting Group, a non-investment-related business based in Columbia, MD. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and charitable organizations. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies while providing wealth management, family office services, and retirement plan advisory.

Client services

Based on CW Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on CW Advisors, LLC

Wealth management ESG / Sustainable investing Active portfolio management Private / alternative investments Options & derivatives strategies

Occupation focus

Based on CW Advisors, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Fixed annual fees up to $250,000 (payable quarterly) for family office services when exceeding standard investment management services.

Percentage

$0+: Up to 1.50% annually (150 basis points) on total assets managed for wealth management services (negotiable and varies by client) $0+: Up to 1.30% annually (130 basis points) on ERISA retirement plan advisory services (negotiable and varies by Plan size and complexity)

Project-based

Financial planning fees up to $25,000 for project-based engagements, terms negotiated separately.

Location

See office

Kennett Square, PA

Kennett Square PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

27 years of industry experience

Congress Wealth Management LLC

2021 - Present • 5 years

Kennett Square, PA

Pinnacle Advisory Group, Inc

1996 - 2021 • 25 years

Columbia, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jeffrey K

Series 66, AIF®, Series 7

Chadds Ford, PA

Brandywine Financial Advisors

Jeffrey Kropp is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Market Street Wealth Management, USA Financial Securities Corporation, and Patriot Financial Group. He is also the owner of Brandywine Financial Advisors, a sole proprietorship offering life and health insurance and fixed annuities. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering both discretionary and non-discretionary management across a wide range of investment products.

Annuities General retirement planning Income planning Passive / index investing ESG / Sustainable investing Founder/Business Owner Executive Retired
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Li M

Series 65

Wilmington, DE

Annova LLC

Li Ma is a financial advisor at Annova LLC with five years of industry experience. He holds a Series 65 designation and has worked at Annova since 2020. Prior to that, he was employed at Axalta Coating Systems LLC for six years. Li is also a licensed independent life insurance agent in California, Delaware, Florida, and Pennsylvania and may recommend annuities or life insurance as part of financial planning. Annova LLC provides discretionary portfolio management to individual, institutional, and corporate clients through its Portfolio Management Account wrap-fee program. The firm uses risk-based and outcomes-based asset-allocation models and delegates trading and model implementation to selected investment managers, offering quarterly performance reporting and employing strategies that may include derivatives and alternative investments.

Active portfolio management Equity compensation tax strategy Options & derivatives strategies Tax-loss harvesting
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John N

Series 66

West Chester, PA

Stone Loft Wealth Management LLC

John Neal is a financial advisor at Stone Loft Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and UBS Financial Services. Stone Loft Wealth Management is an independent advisory firm serving high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary wealth management and financial planning, focusing on portfolio construction with low-cost mutual funds and ETFs, combining fundamental and technical analysis within a long-term investment framework.

Wealth management Passive / index investing Active portfolio management
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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Paul Kobilka is a CFP® and ChFC® with 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Damon G

Series 63, Series 65

West Chester, PA

Jura Investments, LLC

Damon Gray is the sole advisor at Jura Investments, LLC, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has served as an Instructor of Management and Finance at Montgomery County Community College since 2015, including a term as Diversity Fellow of Finance. Jura Investments primarily serves pooled and institutional clients such as pension and profit-sharing plans, trusts, and corporate or charitable entities, while also offering services to high-net-worth individuals. The firm provides discretionary portfolio management and pension consulting, combining formal pension consulting with public educational workshops and employing a multifaceted asset allocation approach.

Private / alternative investments Active portfolio management Options & derivatives strategies
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Timothy I

Series 65

West Chester, PA

Hibernia Sales Corporation

Timothy Ireland is a financial advisor at Hibernia Sales Corporation with 12 years of experience at the firm and holds a Series 65 designation. He is based in West Chester, PA. Hibernia Strategies Inc. provides investment advisory and portfolio management services to a diverse client base that includes high-net-worth individuals, family offices, pension funds, municipalities, venture capital and hedge funds, trusts, and charitable organizations. The firm manages approximately $2.32 million in discretionary assets, combining technical, fundamental, and cyclical analysis in its investment approach and utilizes performance-based fee arrangements with qualified clients.

Active portfolio management
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