For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where our team comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and experience to provide the knowledgeable advice that will help you meet your financial goals.
Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respectful long-term relationship with our clients and their families. We build trust into every experience you have with us—managing assets is stressful enough, you shouldn't have to worry about your advisor.
Penn Investment Advisors is part of the Penn Community family of companies, a leading Pennsylvania independent, mutual financial organization. As a member of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.
From the beginning of an investment journey, to retirement, to seeking protection of assets with insurance, the decisions can be overwhelming. Our mission is to provide you with comprehensive guidance and a new perspective to help you build a customized plan.
At Penn Investment Advisors, Inc., we help individuals and families work toward their investment goals through transparent and objective-based asset management. We strive to help you feel in control of your finances, foster good money habits and a greater sense of security.
We listen to you and your family to understand your needs and wants for your future. Our devoted team then tailors a plan to fit your unique situation. The most important part of building a financial plan is creating the right structure and foundation for you. We help take the complexity out of achieving your objectives.
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A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Second marriages are a trigger event to revisit any existing estate strategies.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Couples may be able to head off many of the problems in a marriage that money can cause.
A collection of tips from professional travelers.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How do the markets usually react to elections? Was the 2016 election any different?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
With alternative investments, it’s critical to sort through the complexity.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A bucket plan can help you be better prepared for a comfortable retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.