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Stacy H

CFP®, Series 66

Camp Hill, PA

Asset Strategy Retirement Plan Consultants, LLC

Stacy Heistand is a CFP® professional with 23 years of industry experience, currently serving as a Senior Consultant at Asset Strategy Retirement Plan Consultants, LLC. She has worked at Asset Strategy Retirement Plan Consultants since 2009 and has been with Asset Strategy Consultants, LLC since 2016. Asset Strategy Retirement Plan Consultants is a registered investment adviser focusing on ERISA retirement plan consulting for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term, buy-and-hold investment strategies with a primarily non-discretionary approach and extensive plan-level services.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Founder/Business Owner
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Keaton M

Series 65

Camp Hill, PA

Asset Strategy Retirement Plan Consultants, LLC

Keaton Macut is a Series 65-licensed financial advisor at Asset Strategy Retirement Plan Consultants, LLC with seven years of industry experience. He previously worked at USI Insurance Services for seven years before joining his current firm in 2018. Asset Strategy Retirement Plan Consultants serves individual and high-net-worth clients as well as pension and profit-sharing plans, focusing on ERISA retirement plan consulting. The firm employs long-term, buy-and-hold investment strategies with an emphasis on plan-level services such as investment policy development, manager selection, and performance monitoring.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Founder/Business Owner
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William W

Series 65

Camp Hill, PA

Asset Strategy Retirement Plan Consultants, LLC

William Wright is a financial advisor at Asset Strategy Retirement Plan Consultants, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Asset Strategy Consultants and Asset Strategy Retirement Plan Consultants since 2015, working in the Camp Hill, PA area. Wright has also operated as a self-employed advisor since 2014. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals, including high-net-worth clients, and to retirement plans such as defined benefit plans and 401(k)s. The firm focuses on long-term, buy-and-hold investment strategies with diversified asset allocation and primarily offers non-discretionary investment management.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Founder/Business Owner
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Clark F

Camp Hill, PA

Asset Strategy Retirement Plan Consultants, LLC

Clark Frese is a financial advisor with Asset Strategy Retirement Plan Consultants, LLC, holding 22 years of industry experience. He has been with Asset Strategy Retirement Plan Consultants and affiliated firms since 2006. In addition to his advisory role, he is a licensed insurance agent and occasionally offers related products and advice to clients. Asset Strategy Retirement Plan Consultants serves individual and high-net-worth clients as well as pension and profit-sharing plans, focusing on ERISA retirement plan consulting. The firm emphasizes long-term, buy-and-hold investment strategies with asset allocation across mutual funds, ETFs, and fixed income, primarily providing non-discretionary plan-level services.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Founder/Business Owner
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