Top financial advisors in Carlisle, PA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering your retirement income strategy if you're approaching eligible retirement age and want to understand how to maximize your income streams. A common mistake is not accounting for how state income tax exemptions on retirement income can affect your overall plan.
- State tax implications. Confirm how the advisor incorporates Pennsylvania's exemption of retirement income from state tax into your projections.
- Income sequencing. Ask how they plan the order of withdrawals from different accounts to optimize tax efficiency and cash flow.
- Longevity planning. Ensure they consider how long your income needs to last, including potential healthcare and long-term care costs.
- Social Security timing. Discuss strategies for when to claim benefits to complement your other income sources effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jodi B
Series 65
Carlisle, PA
The Burney Company
Jodi Bowman in Carlisle, PA, offers expertise in active portfolio management and options strategies, which can support complex retirement income planning including tax-efficient withdrawal sequencing. Her firm, The Burney Company, serves high-net-worth clients with a 1.25% AUM fee and integrates proprietary quantitative models and tax preparation services, distinguishing her approach from others in the area.
Experience: 9 years
Avg account: $1,603,418
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Christopher R
Series 63, Series 66
Carlisle, PA
Cambridge Investment Research Advisors
Christopher Raup specializes in retirement income strategy and plans for business owners, making him well-suited to address retirement income needs in Carlisle, PA. With 24 years of experience at Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he combines seasoned expertise with flexible fee structures and serves a diverse client base including executives and retirees.
Experience: 24 years
Avg account: $378,281
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Mike R
Series 63, Series 66
Carlisle, PA
LPL Financial
Mike Russ in Carlisle, PA, offers expertise in wealth management and retirement plans for business owners, supported by 25 years of industry experience and Series 63 and 66 designations. Operating within LPL Financial, a large firm with extensive investment resources, he provides flat-fee financial planning and consulting, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 25 years
Avg account: $399,489
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Scot W
CFP®, Series 63, Series 65
Carlisle, PA
Providers & Families Wealth Management
Scot Whiskeyman specializes in retirement income strategy and income planning, making him well-suited to help clients in Carlisle, PA optimize their retirement income streams while considering Pennsylvania's tax exemptions. His firm offers a structured subscription model with ongoing financial planning, combining tax-aware and estate coordination, which differentiates him from others by providing comprehensive, customizable portfolios and insurance reviews.
Experience: 14 years
Avg account: $136,727
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Paul M
Series 65
Carlisle, PA
Redwood Financial Planning, LLC
Paul Macnamara in Carlisle, PA, offers expertise in general retirement and tax planning, with 20 years of experience and a Series 65 designation. His firm, Redwood Financial Planning, LLC, manages $213 million using fundamental analysis and tactical overlays, providing flat-fee and negotiable hourly options, which may appeal to clients seeking flexible fee structures and a blend of portfolio management approaches.
Experience: 20 years
Avg account: $623,142
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