A complete list of active advisors currently associated with Conestoga Wealth Partners
Warmer can help you find a great advisor at Conestoga Wealth Partners or one who fits your needs even better.
Conestoga Wealth Partners is a small, planning-focused registered advisory firm that works with individuals and families to deliver customized financial planning and consulting across retirement income, estate planning, education funding, portfolio and investment analysis, and related topics. The firm delivers written plans and implementation advice but does not provide discretionary asset management, custody client assets, or participate in wrap fee programs. Its process centers on client-supplied information and independent research to produce a written financial plan that commonly recommends mutual funds and addresses tax, cash-flow, and qualified-plan rollover issues. The firm employs a range of analysis techniques—asset allocation, fundamental, quantitative and technical approaches, and dollar-cost averaging—and treats implementation as optional, with ongoing reviews provided only when clients engage for additional services. Conestoga is notable among supported firms for not charging percentage-of-AUM fees and for not offering portfolio management for individual accounts, instead billing on hourly and fixed-fee bases and reserving implementation through an affiliated broker-dealer when clients choose to proceed. The firm discloses potential commission compensation when recommendations are implemented through that broker-dealer and documents ERISA rollover advice and related disclosures, including an explicit disclosure of acquisition-related loans that create an incentive to maintain the broker-dealer relationship.
To learn more about the advisors currently working at Conestoga Wealth Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Gig Harbor, WA
| 30
| |
Gig Harbor, WA
| 10
| |
Gig Harbor, WA
| 30
|
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