Conestoga Wealth Management

ABOUT US

“Everyone needs 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!”

Products & Services

FINANCIAL PLANNING & WEB BASED TOOLS

  • Personalized Online Planning Portal
  • Comprehensive Wealth Management
  • Budgeting Tools & Cash Flow Analysis
  • Account Aggregation & Net Worth
  • Social Security & Medicare Planning
  • Student Loan Repayment Planning

INSURANCE & RISK MITIGATION

  • Asset Protection & Wealth Transfer
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Care including Short Term Plans
  • MEDICARE GUIDANCE

ASSET ALLOCATION & INVESTMENTS

  • Portfolio Analysis
  • Asset Allocation Design & Implementation
  • Investment Policy Statement
  • Rebalancing to Maintain Risk Factors
  • Traditional & Roth IRAs
  • Tax Managed Accounts & More

WORKPLACE BENEFITS & RETIREMENT PLANS

  • Defined Benefit & Cash Balance Plans
  • Small Business 401(k) & Other Type Plans
  • Solo(k), SEP & SIMPLE IRAs & More
  • Company Medical Plans
  • Group Disability, Long Term Care & More
  • Other benefits including Dental & TeleDoc

Conestoga Wealth Management was formed in 2011.

Conestoga Wealth Management is a truly independent firm with the belief that providing Unbiased advocacy better serves those clients we partner with. Conestoga Wealth Management is located in Eagleview, off of Route 100 in Exton, Pennsylvania about 30 miles North West of Philadelphia, PA and 20 miles North of Wilmington, Delaware.

David A. Kring, CFP® is an independent financial advisor and owner of Conestoga Wealth Management in Exton, Pennsylvania, a registered investment advisory firm registered in the State of Pennsylvania.

David is a consultant and advocate not only for individuals, families & high net worth individuals in all areas of comprehensive financial planning, including portfolio management, estate planning, retirement planning, insurance (Life, Health, Disability & long Term care), he also is a consultant for professional corporations and small businesses in areas such as retirement plans and group benefits design .

David is a Certified Financial Planner® Professional and a member of the Financial Planning Association.

Before Forming Conestoga Wealth Management in 2011, he worked for Walnut Street Securities, a MetLife company, and previous to that had business experience in other areas such as the Mortgage Banking & Insurance.

A 1991 graduate of Gettysburg College, with a Bachelor’s Degree in History, he also has years of board experience. He is a school board director for the Downingtown Area School District; the largest school district in Chester County. He previously served on the board of trustees and as Treasurer for the Historic Mill at Anselma Preservation and Educational trust, Inc. in Chester County. He lives in Chester Springs, PA with his wife and two children where he also enjoys working on the landscape and playing guitar.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®  and CFP®  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Conestoga Wealth Management

64 East Uwchlan Avenue  #228

Exton PA 19341

info@conestogaplanning.com

(610) 241-8711

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