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Find Top Financial Advisors in Camp Hill, Pennsylvania

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Camp Hill, Pennsylvania. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Camp Hill

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions ofdollars and providing financial freedom and security for familiesand individuals like you.

Qualified Financial Advisors in Camp Hill, Pennsylvania
Financial Advisor Office Location Phone Number
Bill Parker
AIFA® AACEP® CKA®
GrandView Asset Management
4200 Crums Mill Road Second Floor,
Harrisburg, PA 17112
717-541-1000
Denika Tokunaga
CFP®, CRPC®
Maven Wealth Management
P.O. Box 266,
Fulton, MD 20759
443-986-9911
Vanguard Personal Advisor Services
Vanguard Personal Advisor Services
100 Vanguard Blv V26,
Malvern, PA 19355
800-211-7806

Information on Qualified Financial Advisors in Camp Hill

Qualifications CRD# 2363450
FirmCRD# 172357
Series 7, 63

Compensation/Fee Fee-Based


Office Location 4200 Crums Mill Road Second Floor,
Harrisburg,
PA
17112
Phone Number 717-541-1000

William J. Parker is the Chief Executive Officer of GrandView Asset Management, a firm which offers fee based money management headquartered in Harrisburg, Pennsylvania. GrandView Asset Management is one of the largest and oldest independent Fee Based management firms in Central Pennsylvania. The firm has been family operated since 1962. Bill is an Accredited Investment Fiduciary Analyst. (AIFA) In addition, Bill is a Certified Estate Planner and Certified Kingdom Advisor.

About GrandView Asset Management

We work with you to create a personalized road-map designed to guide you through lifes milestones. Our experienced team of professionals is here tooffer you unbiased advice and ongoing support. We strive to simplify your financial strategies. As an independent firm, we are focused on serving you and your needs!

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 5434095
FirmCRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location P.O. Box 266,
Fulton,
MD
20759
Phone Number 443-986-9911

As one who desires to see people and organizations thrive financially, Denika began a career in wealth management. She has a passion for helping people secure their financial future and employs various investment as well as retirement readiness and preparedness strategies to do so.
Denika specializes in assisting affluent/ high net-worth individuals, corporations and non-profit organizations by introducing them to the wealth management experience. As an investment management maven with the mission of becoming the trusted partner to all clients, she employs a disciplined process that focuses on the needs of the client. Her mission is to be the trusted partner who provides clients with the confidence that she will execute a plan to address their needs and the comfort that they have a trusted ally who vigilantly puts their needs first. Denika believes that clients should thoroughly understand the strategy being executed to address their goals and as such she educates clients along the way. This belief also supports one of our biggest passions, which is educating and empowering investors through public speaking, which she does frequently upon request for corporations, financial regulatory organizations, non-profit organizations, etc. Denika believes that "one must study to show thyself approved" as such she acquired a career of broad knowledge, training, experience and expertise from a career of many years at a major Wall Street investment company. She holds the CERTIFIED FINANCIAL PLANNER" designation awarded by the Certified Financial Planner Board of Standards, Inc. as well as the Chartered Retirement Planning CounselorSM designations. She received a Bachelor of Science degree in Management Science in which she graduated magna cum laude. She also earned a Masters of Business Administration with a concentration in Finance. Denika is an inducted member of the Sigma Beta Delta International Honor Society and a graduate of the Greater Baltimore Committee Leadership class of 2010.
Active in her community, Denika participates in various civic and non-profit community endeavors. She is a past member of the board of directors for several non-profit organizations to include the Bon Secours Health System Foundation, the Elijah Cummings Youth Program, the Finance Advisory Board at The University of Baltimore Merrick School of Business and Boys Hope Girls Hope of Baltimore.
Denika is very passionate about life and strives everyday to achieve her goal of living the best and most fulfilled life attainable.

About Maven Wealth Management

Maven Wealth Management is an independent wealth management and financial services firm. Being an independent firm empowers us to objectively put the needs of our clients first while being the investment management maven you deserve. In an environment where trust and integrity are vital, it is imperative to have a trusted partner with an objective approach to investment management. As investment management professionals our firm is committed to working with people just like you. We desire to work with you as you work towards all of your financial goals. Once we establish a relationship and determine your needs we diligently aim to address your goals. Knowledge is Power and as such we employ a multifaceted approach with the goal of serving many purposes to include providing financial education and empowerment. We believe that when one is educated they are informed and when they are informed they are empowered. Empowerment is the foundation for making intelligent, thoroughly considered decisions. The current economy brings challenges, however having a qualified and trusted advisor can turn those challenges into potential opportunities. We work closely with clients to guide them along the way and position them to take advantage of the potential opportunity and benefit from the challenge. We take pride in helping clients find the "calm" in what can sometimes feel like "calamity". Allow us to work for you. We welcome the opportunity to partner with you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications FirmCRD# 106715

Compensation/Fee Fee-Based


Office Location 100 Vanguard Blv V26,
Malvern,
PA
19355
Phone Number 800-211-7806

Vanguard Personal Advisor Services® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor Services

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Tax Advice and Services


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Frequently Asked Questions

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?