Jeremy Rhen

Jeremy Rhen, CFP®, is a Partner and Leader of the Ewing Office at Sax Wealth Advisors, LLC, where he continues to serve as a Wealth Advisor. In this role, he oversees client relationships, provides customized portfolio management, and delivers ongoing financial planning and tax strategy guidance primarily to high-net-worth families, closely held business owners, and executives, with a notable focus on those in the pharmaceutical sector.

Rhen specializes in wealth management for executives, business owners, and affluent families, leveraging expertise in behavioral finance to help clients make informed, long-term financial decisions. His investment advisory work includes personalized portfolio construction and financial strategy design, particularly benefiting clients in the pharmaceutical industry and those managing complex equity compensation or liquidity events.

With over a decade in investment management, Rhen began his career as a mutual fund trading analyst at SEI Investments before joining Sax Wealth Advisors, where he progressed from Associate Wealth Advisor to Partner. He holds a Financial Planning Certificate from Fairleigh Dickinson University and a Bachelor of Science in Business Administration from Bloomsburg University of Pennsylvania, underpinning his credentials as a CERTIFIED FINANCIAL PLANNER® and contributing to his reputation as a trusted advisor in the wealth management community.