Econ Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Econ Wealth Management serves individuals, families, trusts, charitable organizations and institutional clients, with a stated niche in managing accounts of roughly $250,000 or more while offering service levels for a range of client sizes. The firm provides personalized financial planning and in-house asset management across stocks, bonds, ETFs and mutual funds, and also advises clients on retirement-plan rollovers and offers participant education.
The firm applies both fundamental and technical analysis within a disciplined, active, team-based investment process, documenting objectives in an Investment Policy Statement and a Guided Portfolio Structure for each client. EWM typically manages client assets on a discretionary basis, emphasizes regular client communication, and tailors allocations and trading horizons to individual goals and risk tolerances.
Compared with many peers, EWM manages all assets internally rather than using third-party managers and discloses use of a range of less-common strategies and vehicles — including short-term trading, short sales, margin, options, interval funds, REITs and MLPs — when suitable for a client’s risk profile. The brochure also notes an hourly planning option and explicit rollover fiduciary guidance, reflecting service offerings and strategy complexity that may be greater than is typical for similar team firms.
Client services
Expertise
Fee options
$0+: 0.60% +: up to 1.75%
$350 - $500 per hour
Account minimum: $250,000
Main office
4755 Linglestown Road, Suite 204
Harrisburg PA 17112
Advisors at this office
4
Most active in
Florida · New Hampshire · Pennsylvania
Also doing business as
Econ Financial Services Corporation · Econ Wealth Management · Econ Wealth Management LLC · Edinburgh Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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