A complete list of active advisors currently associated with A. N. Culbertson & Company, Inc.

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A. N. Culbertson & Company provides wealth management and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations, and business entities. Services include both discretionary and non‑discretionary portfolio management and customized financial planning, with approximately $808.3 million managed on a discretionary basis and about $9.48 million on a non‑discretionary basis as of December 31, 2025. The firm tailors allocations and investment selection to each client's objectives, employing fundamental analysis and a mix of long‑ and short‑term purchase strategies with ongoing monitoring and rebalancing. Uncommonly for peer team firms, Culbertson discloses the use of margin transactions (borrowing) in client accounts to assist with short‑term funding or liquidity constraints, and it notes that tax efficiency is not a primary consideration unless agreed in writing. Culbertson operates as a six‑advisor team serving roughly 311 clients and typically recommends Charles Schwab as custodian, leveraging Schwab’s institutional execution, custody, and support services. Distinctive operational practices disclosed in the brochure include firm personnel serving as trustees for certain family accounts, the use of standing letters of authorization for client‑directed transfers, and referral arrangements involving part‑time employees compensated for client introductions.

To learn more about the advisors currently working at A. N. Culbertson & Company, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.