No matter if your just starting out, or if you've been saving for years. If you don't have a road map for your future, how will you get to where you want to go?

Fiduciary Advisor

At Conestoga Wealth Management we have always been a Fiduciary. As a Fiduciary, We always act with your best interests in mind! We also don't sell any proprietary products.

Balance

While we cannot control markets, we can work to mitigate risk, capture expected risk premiums and help you invest with a long term horizon

Academically Based

Our approach aligns an academically based, structured investment philosophy with your long term goals to create a successful financial plan.

Work With a CFP® PROFESSIONAL

At Conestoga, you will always work with a Certified Financial Planner PROFESSIONAL®, the highest standard in personal financial planning

Guidance for the Journey Ahead!

A successful financial plan requires ongoing diligence. We understand that you may not have the time nor expertise to accomplish your goals. We are your Personal CFO!

Everyone need a plan & Everyone’s plan is different!

Your plan needs to be Unique to your situation; this only happens with a true understanding of your whole life.

Your goals – Your wants – Your wishes.

Of course your finances are the tools that help you achieve your goals, but a successful Financial Plan is so much more than just your investments.

As your plan comes into focus, we believe it is critical that you have a qualified Financial Planner who can structure a plan suited for you!

Conestoga Wealth Management

600 Eagleview Boulevard #300

Exton PA 19341

(610) 241-8711

info@conestogaplanning.com

Everyone needs a Financial Plan

21st Century Technology combined with the traditional personal advice you expect

Financial Planning