21st Century Technology combined with the traditional personal advice you expect
Financial Planning
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!
Recent Posts from Regarding Wealth
- Protect Your Family with Disability Insurance Coverage – Yes, You Need it! PART 3 – Group Coverage from Work September 11, 2019
- Protect Your Family with Disability Insurance Coverage – Yes, You Need it! PART 2 – Policy Provisions August 6, 2019
- Protect Your Family with Disability Insurance Coverage – Yes, You Need it! PART 1 – Your Biggest Asset July 15, 2019
- The Race is on: simple versus compound interest explained June 18, 2019
- Vanguard: Does hiring a financial planner add Value? Part II May 1, 2019
- Vanguard: Does hiring a financial planner add value? Part I April 30, 2019
Conestoga Wealth Management
600 Eagleview Boulevard #300
Exton PA 19341
(610) 241-8711
info@conestogaplanning.com