Financial Advisors in Harrisburg, Pennsylvania (Dauphin County)

Donald DeMuth, CHBC, CPA/PFS, MBA

Rick Rodgers, CFP, CRC, CRPC
The financial advisers at Rodgers & Associates specialize in providing confidential financial services and advice to meet the needs of individuals who are retired or about to retire. The needs of this group are complex and require the knowledge of highly informed financial advisors. Our financial advisors must be trained in all facets of retirement planning including tax planning, estate planning, long-term & health care, retirement plan distributions and asset management and will maintain that knowledge through continuing education and study. We pledge to develop tax efficient financial strategies that will help ensure that our clients' standard of living is maintained through retirement.Rodgers & Associates is a Fee-Only Registered Investment Adviser. As a RIA we are, by law, fiduciaries for our clients. This means that we must act in our clients best interest at all times. We are not registered representatives of any broker/dealer. We do not accept any compensation from the producer or distributor of any financial products. Our compensation is from fees paid to us by our clients. This type of compensation reduces the possibility of any conflict between our interests and those of our clients.... See More

Timothy Decker, AIF
ISI Financial Group is an independent, Fee-Only Registered Investment Advisor. As a Registered Investment Advisor, we are a fiduciary and have a legal responsibility to act in our clients’ best interests. As a member of NAPFA, we are bound to a written fiduciary oath to always represent our clients’ best interests in all we do. We receive no commissions and we never accept compensation from anyone other than our clients. We provide objective financial planning that best fits a client’s needs without conflicting financial incentives slanting any advice.Our services include comprehensive financial planning, retirement planning, and wealth management services for individuals and institutional clients. We also provide complete analysis and management of company retirement plans including 401(k) plans, 403(b) plans, and non-profit organizations.Our comprehensive financial planning process may also include detailed guidance in the areas of estate planning, risk management (insurance), tax reduction strategies, education funding, and future cash flow needs during retirement. We utilize the same time-tested strategies used and endorsed by some of the brightest academics from the University of Chicago, Yale, and Dartmouth, as well as numerous Nobel Prize winners in Economics. Unlike most of the “hype and hope” marketed by many advisors and Wall Street firms, our strategies and processes rely on financial science, not speculation and excessive risk taking. We utilize and take advantage of Dimensional Fund Advisors’ institutional asset class funds, as well as Vanguard, Fidelity, and ETFs when most appropriate.... See More

Christine Falvello, BA, CFP, EdM, MS
Retirement planning is our specialty. Our clients are primarily retirees and pre-retirees from eastern Pennsylvania and southern Delaware. We help clients make good decisions about investing, retirement plan distributions and retirement cash flow to last a lifetime. Other retirement planning areas include estate planning, long-term care and life insurance and tax minimization. ... See More

Timothy Caban, CFP, EA
Copper Beech Advisors provides holistic financial planning to help simplify all the pieces of your financial life. We work to understand your values, and then align your financial life toward achieving your goals. Portfolio Analysis / Net Worth Spending Plan / Cash FlowTax PlanningTax PreparationRetirement PlanningInvestment Strategy & ImplementationInsurance Coverage and NeedsEstate Planning: Will & Health Care Power of AttorneyAsset Allocation & Investment PlanningGoal SettingWe are strict fee-only planners. We receive no commissions or payments for any decisions you choose to make. One flat annual fee covers all of the meetings, conversations, research and analysis that is necessary to develop your personal financial plan. Please visit our website to learn more about our approach to financial planning and the services that Copper Beech Advisors provides. ... See More