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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There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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Should You Tap Retirement Savings to Fund College?

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