Lisa Policare - firstname.lastname@example.org
Frank Policare - email@example.com
Patrick Trauger - firstname.lastname@example.org
Christopher Kelly - email@example.com
Gerald Barlow - firstname.lastname@example.org
Joseph D'Amore - email@example.com
Scott Utterback - firstname.lastname@example.org
Amanda Rennie - email@example.com
Eric Kats - firstname.lastname@example.org
Katelyn McCann - email@example.com
Penn Wealth Planning – firstname.lastname@example.org
At Penn Wealth Planning®, we know that the most important aspect of wealth planning isn’t just money. It’s protecting what you hold dear—the lifestyle you enjoy today and the one you envision for all of those tomorrows ahead. It's your children’s education and the ongoing strength of your business. It's where and how you will live in retirement as well as the legacy you want to leave.
All of it requires careful, clear and confident planning.
Our team of personal wealth advisors use comprehensive financial planning to service the needs of individuals and businesses.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Awarded to PWP Partner: Patrick Trauger, CFP ®1
Awarded to PWP Partner: Lisa A. Bodine2
Penn Wealth Planning is not only a trusted member of the community, but we like to think we are a trusted member of the family as well. Our personal approach to working with our clients means you don't just have an advisor, you have a team.
Life has a lot of 'boxes'. At Penn Wealth Planning, we help you manage those boxes by offering exceptional personal service and online tools that tell the whole story at a glance.
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Our team of personal wealth advisors takes a proactive approach to value-based financial planning with the ultimate goal of protecting your enjoyable lifestyle. We begin by learning what is most important to you and developing strategies aligned with your personal goals and objectives. As independent financial advisors, we provide objective financial research and wealth planning guidance, seeking to mitigate potential conflicts of interest that get in the way of reaching your goals.
Pursue your vision for all of those tomorrow's ahead. Penn Wealth Planning will help plan for your retirement and excite you for what’s to come.
Rising education costs require a forward-thinking plan. Penn Wealth Planning is prepared to break some pencils helping you prepare for one of life’s biggest investments.
We believe small businesses are the backbone of America. At Penn Wealth Planning, we do our utmost to help your business thrive.
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1InvestmentNews’ 40 Under 40 nominations of advisers and associated professionals are evaluated based on: accomplishment to date, contribution to the industry, leadership and promise.
2The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.