Newsletters
  • Converting Your After-Tax 401(k) Dollars to a Roth IRA
    Here's the dilemma: You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You'd like to receive a distribution from the
  • Estate Planning for a Second Marriage
    They say that love is lovelier the second time around. But for many individuals, remarriage later in life can create some unique estate planning issues.
  • Special Needs Trusts
    A special needs trust* (SNT), sometimes referred to as a supplemental needs trust, is a trust that is established to benefit a disabled person or a person who has
  • Do I need to purchase flood insurance even if I don't live in a high-risk area for floods?
    It depends. Powerful storms, inadequate drainage, melting snow, and hurricanes can all cause serious flooding damage, even if you don't
  • Will I have to pay a penalty tax if I withdraw money from my IRA for a down payment on a house?
    Whether you may be subject to a penalty tax depends on a number of factors, such as your age at the time of the withdrawal, how quickly you use the
    
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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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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.