Mechanicsburg, PA Office
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Seaside Wealth Advisors LLC
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About
Seaside Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high‑net‑worth clients and small business owners, and also counts investment company clients among its relationships — an uncommon client type for firms its size. The firm offers ongoing financial planning, tailored portfolio management, and selection of third‑party money managers as part of its advisory services.
The firm implements active asset management guided by Modern Portfolio Theory and a set of targeted asset‑allocation model portfolios, with regular monitoring, rebalancing and quarterly planning reviews to align portfolios with clients’ objectives and risk tolerances. Implementation can include long‑ and short‑term positions, covered‑call option strategies for hedging, and referrals to specialist managers when appropriate.
What is distinctive about Seaside is its direct involvement in private real estate lending through an affiliated sponsor, Seaside Capital Partners, which serves as general partner and sponsor for private funds and may solicit advisory clients to invest in those offerings; the firm discloses and documents these referral relationships. The adviser also offers due‑diligence consulting on privately placed investments and real estate projects — including valuation, sponsor reporting reviews, site visits, tax coordination and 1031 suitability assessments — which the brochure highlights as a specific service line and a source of potential conflicts that the firm seeks to mitigate through disclosure and offering documents.
Based on Seaside Wealth Advisors LLC
Location
Mechanicsburg PA
Advisors at this office
2
Advisors at this office
Allison K
ChFC®, Series 63
Mechanicsburg, PA
Seaside Wealth Advisors LLC
Allison Kramer is a financial advisor at Seaside Wealth Advisors LLC with five years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Seaside Wealth Advisors, she worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of finance, Allison is an IFBB Pro League bodybuilder and operates an online fitness coaching business. Seaside Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, small business owners, and investment company clients. The firm employs active asset management based on Modern Portfolio Theory and offers additional due-diligence consulting on privately placed investments and real estate projects.
Allen T
Series 63, Series 65
Mechanicsburg, PA
Seaside Wealth Advisors LLC
Allen Tyndall is a financial advisor with Seaside Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Northwestern Mutual and Eagles Coast Wealth Management prior to joining Seaside. Outside of advisory work, he is involved in several entrepreneurial ventures, including managing a bike shop and a juice bar in Wilmington, NC. Seaside Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, small business owners, and investment companies. The firm uses active asset management based on Modern Portfolio Theory, incorporating tailored portfolios, ongoing monitoring, and private real estate lending through an affiliated sponsor.
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