Boden Wealth

Andrew Otto is a CFP® with 16 years of industry experience, currently serving with Boden Wealth as Director of Trust and Fiduciary Services. His prior roles include tenure at Kestra Advisory Services and BNY Mellon Wealth Management, among others. Otto is active in his community, holding board positions with New Hope Ministries and the Estate Planning Council of Central Pennsylvania, and he also serves as an expert witness in matters related to investment standards of professional conduct. Boden Wealth provides personalized financial planning, business exit consulting, and both discretionary and non-discretionary investment management to individuals, families, and various entities. The firm customizes portfolio recommendations to clients’ circumstances and employs a long-term investment approach with flexibility for shorter-term trades when appropriate.

Tressia Marino is a financial advisor at Boden Wealth with 12 years of industry experience. She holds a Series 66 designation and previously worked at Kestra Advisory Services, LPL Financial, and Morgan Stanley. Marino serves on the Board of Directors and as Vice Chair of the Investment Committee for Choices Healthcare. Boden Wealth provides personalized financial planning, business exit consulting, and investment management to individuals, families, and various entities. The firm tailors portfolio recommendations based on clients’ financial situations and risk profiles, utilizing a long-term investment approach while allowing shorter-term trading when appropriate.

Noah Lehman is a financial advisor at Boden Wealth in Lemoyne, PA, holding a Series 65 credential with one year of industry experience. He previously worked at Kestra Advisory Services LLC and Faulkner CDJRF. Prior to his advisory career, his background includes roles in automotive sales and lawn care. Boden Wealth serves individuals, families, and entities such as trusts and businesses, offering personalized financial planning, business exit consulting, and investment management. The firm customizes portfolio recommendations based on clients’ financial situations and risk tolerance, using fundamental analysis with a long-term focus while allowing some shorter-term trading when appropriate.

Alison Cantley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Boden Wealth. She previously worked at Kestra Advisory Services, Kestra Investment Services, Cambridge Investment Research, and Conte Wealth Advisors. Outside of her advisory role, she holds a treasurer position on the board of a small nonprofit focused on reclaiming mined land in Central Pennsylvania. Boden Wealth provides personalized financial planning, business exit consulting, and investment management services to individuals, families, and various entities. The firm tailors portfolio recommendations to clients’ circumstances and generally employs fundamental analysis with a long-term orientation, while offering fixed and hourly fee options and an explicit focus on business-exit consulting.

Robert Grimm is a financial advisor with Boden Wealth in Lemoyne, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior employment includes 17 years at Woodbury Financial Services and 8 years at Kestra Financial. Boden Wealth offers personalized financial planning, business exit consulting, and investment management services to individuals, families, and various entities. The firm customizes portfolio recommendations based on clients’ financial circumstances and goals, using a primarily fundamental, long-term approach while accommodating shorter-term trading when appropriate.

Nathan Imboden is a CFP® professional with 18 years of industry experience, currently serving as a wealth advisor at Boden Wealth. He has previously worked with Kestra Advisory Services, Kestra Investment Services, and Cambridge Investment Research. Outside of his advisory role, he is involved in leadership training through Legacy Communications, serves as Treasurer on the board of Threefold Education Association, and hosts The Born Podcast. Boden Wealth provides personalized financial planning, business exit consulting, and investment management to individuals, families, trusts, estates, non-profits, private foundations, businesses, and qualified retirement plans. The firm tailors portfolio recommendations based on clients’ financial situations and risk profiles, combining a long-term fundamental analysis approach with flexibility for shorter-term trading when appropriate.