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

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Best-Performing Asset Classes

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

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Long-Term-Care Needs

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

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.

5 Smart Investing Principles

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

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Business Cycle

How will you weather the ups and downs of the business cycle?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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