Newsletters
  • Points to Consider If Your Retirement Goal Seems Out of Reach
    Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor
  • Last-Minute Tax Tips
    It's that time of year again--tax filing season. And while many taxpayers like to get a head start on filing their returns, there are those of us who always
  • The Cost of Waiting
    Starting to save early means your money has more time to go to work for you. Even if you can only afford to set aside small amounts, compounding earnings can
  • How much can I contribute to my IRA in 2015?
    The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, or $6,500 if you'll be 50 or older by the end of the year. You can
  • Is there a new one-rollover-per-year rule for 2015?
    Yes. The Internal Revenue Code says that if you receive a distribution from an IRA, you can't make a tax-free (60-day) rollover into another IRA if
    
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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.


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Not Insured by any Federal Government Agency

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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.