A complete list of active advisors currently associated with Conestoga Wealth Management

Warmer can help you find a great advisor at Conestoga Wealth Management or one who fits your needs even better.

Conestoga Wealth Management serves a small client base of individuals (including high‑net‑worth individuals) and pension/profit‑sharing plans, providing financial planning, subscription access to online planning tools, and plan advisory services for 401(k) and retirement plans. The firm also offers insurance products through its principal’s insurance license, a relationship the brochure discloses may involve commissions. Rather than directly managing client portfolios, Conestoga refers investable assets to third‑party money managers (including Betterment, GeoWealth, Symmetry, and SEI) and documents client goals and risk tolerances in Investment Policy Statements used to coordinate sub‑advisory relationships. The firm describes an investment approach grounded in modern portfolio theory and long‑term strategies while maintaining no custody or discretionary authority over client accounts and providing ongoing reviews and planning on an hourly or subscription basis. Noteworthy differences from many peers include the firm’s lack of assets under management and its primary role as a solicitor/sub‑advisor rather than a direct portfolio manager, as well as the principal’s status as a licensed insurance agent — a potential conflict the brochure acknowledges. Its small scale (about 30 clients) combined with an emphasis on referrals to multiple third‑party platforms and workplace plan solutions (including optional 3(38) services) makes its operating model atypical among independent advisers that more commonly manage individual client accounts directly.

To learn more about the advisors currently working at Conestoga Wealth Management, 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.