A complete list of active advisors currently associated with Penn Advisory Group Inc.

Warmer can help you find a great advisor at Penn Advisory Group Inc. or one who fits your needs even better.

Penn Advisory Group Inc. is a small, state‑registered investment adviser with two advisors managing roughly $53 million for about 70 clients. It serves individuals (including retirees), retirement and profit‑sharing plans, trusts, estates, charitable organizations, and corporations with personalized financial planning, portfolio management, and consulting services. The firm combines fundamental and technical analysis, third‑party research and occasional quantitative portfolio modeling to build and monitor client portfolios, offering both discretionary and non‑discretionary management and periodic rebalancing. Its advised investment universe is broad and includes listed equities, mutual funds, ETFs (including leveraged and inverse ETFs), options, REITs, fixed income, and insurance products such as variable annuities. What is notable about the firm is that its principal also operates as an independent insurance agent and may occasionally sell commission‑based insurance products to advisory clients, a relationship the brochure discloses as a potential conflict of interest. The team includes a CFP®‑credentialed planner with prior large‑firm planning experience and reports use of institutional brokerage and reporting services while not accepting performance‑based fees.

To learn more about the advisors currently working at Penn Advisory Group 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.