Click Here for More Information

Here for you throughout life's transitions. Learn more about us. We're in the neighborhood. Working Together to sort out the big questions.

Our Clients

Our clients are busy people. Some are mid-career professionals, business owners and educators; many are approaching retirement or already retired. Most are actively involved with their families and community organizations.
More…

Why PWA?

Before we begin a financial planning or advisory relationship with new clients, we believe it is essential for us to develop a solid, detailed understanding of who you are, individually and as a family, your specific needs and goals, as well as your concerns and challenges.
More…

Let’s Talk

Our Introductory Conversation is designed to determine whether our philosophy and process are a good match for what you need from a financial advisor.
More…

The News You Need To Know & Upcoming Events

What You Need To Know About Our Office As Lancaster Begins Re-Opening

The News You Need To Know | June 2020

As Lancaster County moves into the “Yellow” phase of the COVID-19 reopening process, we want to address how our office will operate during this time. Of course, we have and will continue to follow Pennsylvania and federal health and safety guidelines. Like you, we are very much looking forward to a gradual return […]

WEBINAR Tomorrow: “How the SECURE Act Impacts Your Retirement Accounts”

The News You Need To Know | REMINDER

Early in 2020, the SECURE Act was passed into law. This set of laws and changes will impact many of our clients, their retirement accounts and their heirs. Join us on Thursday, May 28th at 3:30 pm as we discuss the most important aspects of the SECURE Act. We will review how this new […]

Sign up for our monthly newsletter The News You Need to Know