Experience That Works For You A Full-Service Practice Your Financial Partners



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.

Our Mission

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.

Our Values

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.

Our Process

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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Helpful Content

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

 

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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