wiseradvisor

Financial Advisor in Camp Hill, Pennsylvania

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. 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 Advisor 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 and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Camp Hill, Pennsylvania
Financial Advisor Office Location Phone Number
Lonn Lebo
Polaris Advisors
4000 Market Street,
Camp Hill, PA  17011
(717) 775-8061
Ben Agostino BFA (TM)
Agostino Financial Management, Inc.
2012 Market Street,
Camp Hill, PA  17011
(717) 963-7150
Doug Charney
Charney Investment Group
700 South 28th Street,
Harrisburg, PA  17103
(717) 232-6974
Greg Dexheimer
Edelman Financial Engines, LLC
2308 Patton Road Suite G,
Harrisburg, PA  17112
(717) 540-7992
Chris Jackson
Tucker Financial Services, Inc.
425 Phoenix Drive,
Chambersburg, PA  17201
(717) 267-1426
Ash Toumayants
Strong Tower Associates
901 University Drive Suite 100,
State College, PA  16801
(814) 325-9806
Brent Weiss Head of Planning
Facet Wealth
509 S. Exeter Street,
Baltimore, MD  21202
(410) 657-3257
Zach Fletcher
Edelman Financial Engines, LLC
225 Wilmington West Chester Pike,
Chadds Ford, PA  19317
(610) 239-8323
Harry Berman
Edelman Financial Engines, LLC
1275 Glenlivet Dr. Suite 100,
Allentown, PA  18106
(484) 224-3056

Information on Qualified Financial Advisors in Camp Hill

Qualifications CRD# 6764211
FirmCRD# 10409
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee


Office Location 4000 Market Street,
Camp Hill,
PA 
17011
Phone Number (717) 7758061

Professional Specialties: · Comprehensive Financial Planning · Retirement Planning · Wealth Management Strategies · Life, Disability Income, and Long Term Care Insurance · Business Succession Planning · Retirement Plan Analysis (401(k), 403(b), Simple IRA) Qualifications: · Investment Advisor Representative  MML Investors Services, LLC · Registered Representative  MML Investors Services, LLC, 2017 · FINRA Series 7 Registration, General Securities 2017 · FINRA Series 66 Registration, 2017 · Pennsylvania Life and Health License, 2017 · Bachelor of Science, Minor in Economics  Grove City College, 1996 Community Involvement: Children: Katherine, JJ, and Paige Hobbies: Reading, Golf, and Sports Cumberland Valley Youth Basketball Head Coach Cumberland Valley Youth Rugby Head Coach

About Polaris Advisors

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. By working with one of our advisors you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future.



Qualifications CRD# 3244566
Series 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Subscriptions


Office Location 2012 Market Street,
1st Floor,
Camp Hill,
PA 
17011
Phone Number (717) 9637150

Over the past 20 years, Ben has provided his clients with Comprehensive Financial Planning, Wealth Management, Insurance and Behavioral Finance services. He is committed to helping you build and maintain the financial future that you envision.

About Agostino Financial Management, Inc.

Welcome to Agostino Financial Management, Inc. We offer Comprehensive Financial Planning, Wealth Management, Insurance and Behavioral Finance services. We are committed to helping you build and maintain the financial future that you envision. In addition to 20 years of experience in traditional financial planning and portfolio management, we are also one of the few advisors certified in behavioral finance, providing our clients the missing and possibly the most important piece to their overall success. We have effectively combined the two so our clients can benefit from a comprehensive approach to a well planned future. Make better financial decisions today and be well prepared for tomorrow with Agostino Financial.



Office Location 700 South 28th Street,
Harrisburg,
PA 
17103
Phone Number (717) 2326974

Anchoring the Charney Investment Group is Investment Officer, Doug Charney. Mr. Charney attended Pennsylvania State University in Harrisburg on an Army ROTC scholarship, earned a bachelor’s degree in business administration and received the George C. Marshall Award ­– an award that is only given to the top ROTC graduate from a college – as a distinguished military graduate. After serving in the U.S. Army and retiring with the rank of captain, he began his securities career, completing advanced studies in retirement planning and asset allocation along the way. A Certified Fund Specialist, Mr. Charney serves as a member of the Investment Management Consultants Association and the American Society of Pension Professionals and Actuaries. He has written articles for more than 50 newspapers and magazines, including SmartMoney, the Harrisburg Patriot-News, Central Pennsylvania Business Journal, Minorities and Women in Business, Bull & Bear Financial Digest, Physician’s Money Digest and CPA Wealth Provider. In addition, he has been quoted in The New York Times, Newsday and the Dow Jones Magazine.

About Charney Investment Group

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it's of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.



Qualifications CRD# 2507426
FirmCRD# 104510
Series 7, 24, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 2308 Patton Road Suite G,
Harrisburg,
PA 
17112
Phone Number (717) 5407992

Joined Edelman Financial Engines in 2018. Began his career in the financial services industry in 1994. Successfully completed the Series 7, 24, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Sociology & Business from SUNY Albany. Married to Jennifer. They have three children: Michael, Erin and AJ. Greg has 3 cats and enjoys camping with his family, photography and music.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 6039756
FirmCRD# 111308

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee


Office Location 425 Phoenix Drive,
Chambersburg,
PA 
17201
Phone Number (717) 2671426

About Tucker Financial Services, Inc.

Tucker Financial Services, Inc. is an independent, fee-only wealth management, investment management, and financial planning firm and is currently registered with the Securities and Exchange Commission (SEC). Tucker Financial Services, Inc. was established in the spring of 1983. Tucker Financial Services, Inc. is a Registered Investment Advisory (RIA) firm, serving clients in more than 10 states. We offer significantly lower fees than most banks and brokerage, wealth management, and insurance firms. From personalized planning for individuals and families to customized solutions for businesses and organizations, Tucker Financial Services specializes in various areas with a friendly and dedicated staff to make you feel at home. We promise a unique experience where you are put first, an atmosphere where a trusted relationship will develop, and a long-term constant in a world of financial uncertainty.



Qualifications CRD# 6327275
FirmCRD# 137658
Series 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 901 University Drive Suite 100,
State College,
PA 
16801
Phone Number (814) 3259806

Ash Toumayants is the founder of Strong Tower Associates. For over a decade, he has helped hard-working people across Central Pennsylvania prepare for retirement. In order to gain access to the most beneficial financial tools and services for his clients, Ash decided to start his own firm. Fueled by a passion for helping people see through the veil of confusion that shrouds the financial world, his goal is to educate his clients so they can make more sound choices regarding their financial future.Ash graduated from Penn State in 2004 and currently lives in State College with his lovely wife, Noelle, and their two adorable kids.

About Strong Tower Associates

With secure financial planning, asset management, estate planning and wealth management. You can protect your assets and property you work so hard to earn. The financial advisors at Strong Tower Associates continue to build on our reputation for being one of the most sought-after firms in the Centre County region for creating and protecting personal wealth. Strong Tower Associates, founded by Ash Toumayants in 2013 works with individuals and families from a wide range of backgrounds. We develop financial planning strategies tailored to each person?s needs and situation. We offer the following services to our clients: Asset Management Financial Planning and Management Estate and Inheritance Planning Wealth Management We provide disciplined and most of all fee-only financial planning services. This means as fiduciaries we commit ourselves to the best course of action for you. We are not salespeople, stockbrokers or market timers?rather, we help you plan for retirement, mitigate investment risks, reduce costs and remain informed on your personal finances. If you want trusted advice from a local financial professional, turn to us.



Qualifications CRD# 5078002
FirmCRD# 285961


Office Location 509 S. Exeter Street,
Suite 202,
Baltimore,
MD 
21202
Phone Number (410) 6573257

About Facet Wealth

Facet is the one financial advice company that provides premium, comprehensive, financial life management dedicated to achieving your financial life goals, at an affordable price because we have completely redesigned the entire financial planning experience.



Qualifications CRD# 5742628
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 225 Wilmington West Chester Pike,
Suite 200,
Chadds Ford,
PA 
19317
Phone Number (610) 2398323

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA. Zach enjoys golfing, working out, and Philadelphia sports.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2190861
FirmCRD# 104510
Series 4, 6, 7, 24, 26, 53, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1275 Glenlivet Dr. Suite 100,
Allentown,
PA 
18106
Phone Number (484) 2243056

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 1982. Successfully completed the Series 4, 7, 24, 53, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Master's degree in Finance and Marketing from University of Connecticut and Bachelor's degree in English from University of Rochester. Married to Michele. They have two children: Matthew and Hannah. Harry enjoys music, reading, movies, sailing, and spending time with family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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