1847 Financial (formerly known as Penn Mutual Wealth Strategies) Email Format
Financial ServicesTexas, United States11-50 Employees
1847 Financial operates as a national network of financial services firms aligned with Penn Mutual and its HTK partner. It supports advisers with customized planning and local coaching to help build durable, client-focused life insurance and wealth-management practices. Based in Addison, Texas, the organization promotes itself as an affiliation option for professionals seeking the backing of a mutual company and a broker-dealer partner. Its target market comprises high-performing financial professionals and their teams seeking a primary company affiliation with Penn Mutual and HTK, which provides securities and advisory services. In 2025, the firm announced the appointment of Brandon Mann as Managing Principal for Utah/Arizona, reflecting leadership expansion.