A complete list of active advisors currently associated with Pennsylvania Advisory Services, Inc.

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

Pennsylvania Advisory Services, Inc. provides portfolio management, financial planning, pension consulting, and investment-related education to individual clients, employee benefit plans and other organizational clients. The firm’s brochure also discloses participant enrollment and plan-level consulting services in addition to one-off or ongoing financial planning engagements. The firm offers both discretionary and non-discretionary services and, per its ADV, manages approximately $7.6 million in client assets on a non-discretionary continuous basis, with additional non-continuous assets under advisement. Its stated methods include model portfolios, fundamental analysis, and long-term purchase strategies, and non-discretionary clients must approve transactions before execution. The firm is affiliated with an insurance agency that is the parent company, and personnel are licensed insurance agents who may receive commissions for insurance sales separate from advisory fees, a relationship the brochure identifies as a potential conflict of interest. It also provides customized educational workshops and participant seminars (noting in the brochure that these seminars are provided without charge), a service the firm highlights alongside its pension consulting offerings.

To learn more about the advisors currently working at Pennsylvania Advisory Services, 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.