Broker Check

Our Independence Is Your Advantage

At Penn Wealth Planning, we recognize the importance of our fiduciary responsibility to provide you with prudent investment management and unbiased advice. As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

We have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest. Instead, we spend our time developing customized solutions for the unique challenges you face.

We are backed by LPL Financial, the nation’s largest independent broker/dealer,* for a broad range of operational and custodian services, including the generation of client account statements, access to industry-leading technology, and trade clearing services. LPL Financial offers one of the industry’s largest open-architecture, nonproprietary investment platforms.

LPL Financial provides a comprehensive array of tools and resources to independent financial advisors and registered investment advisors, enabling firms like ours to focus on providing you with the objective financial guidance, sophisticated investment strategies, and personal service you seek from your advisors.

*As reported by Financial Planning Magazine, 1996-2013, based on total revenue.