Newsletters
  • It's Complicated: Money and Happiness
    Does more wealth lead to more happiness? Researchers have tackled this question for decades, and although the results have differed, one fact is certain: The
  • Planned Charitable Giving
    Today more than ever, charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they're able to make significant charitable
  • Millennials vs. Boomers: How Wide Is the Gap?
    Texting versus email (or even snail mail). Angry Birds versus Monopoly. "The Theory of Everything" versus "The Sound of Music." "Dancing with the Stars"
  • How important are dividends in the S&P 500's total returns?
    In a word, very. Dividend income has represented roughly one-third of the total return on the Standard & Poor's 500 index since
  • Are stock dividends reliable as a source of income?
    Dividends can be an important source of income. However, there are several factors you should take into consideration if you'll be relying on them to
    
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Welcome

Our 360-degree, holistic approach involves looking at the whole picture of your financial health and future goals, and how all the elements of your plan can work together most beneficially. Our planning process encompasses all your financial needs – investments, retirement, insurance, taxes, money management, financial planning, business planning, and estates.

At Penn Liberty Wealth Advisors, we weigh all perspectives and integrate the parts of your personal situation into your whole financial picture to provide you with the most suitable guidance.

We would be happy to meet with you to discuss your investment needs and objectives. Contact us to learn more about how we can help.


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 "SII Investments, Inc. (SII), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Penn Liberty bank and/or Penn Liberty Wealth Advisors. Securities and advisory services offered through SII are* not insured by FDIC or any other Federal Government Agency * not a deposit or other obligation of, or guaranteed by any bank or its affiliates* subject to risks including the possible loss of principal amount invested."

NOTICE: Penn Liberty Wealth Advisors (PLBWA) does not accept any financial transaction instructions via email.  If you wish to initiate a transaction, you must call PLBWA directly and a PLBWA employee.


Not FDIC Insured
 

Not Bank Guaranteed

May Lose Value
 

Not Insured by any Federal Government Agency

Not a Bank Deposit

 

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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: Pennsylvania, New Jersey, Delaware, Maryland, Vermont, Florida, Tennessee, Illinois, North Carolina, and New York.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.