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Text Content

5000 Ritter Road Suite 202 Mechanicsburg, PA 17055

(717) 260-5165
hello@planwise-financial.com
Client Login Book A Meeting
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 * Home
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 * What We Do
 * How We Work
 * Who We Serve
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 * Welcome 
   * Contact Us
   * Join Our Team
   * About Cetera Advisors

Client Login Book A Meeting


BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

18 YEARS’ WORTH OF DAYS

The average retirement lasts for 18 years, with many lasting even longer. Will
you fill your post-retirement days with purpose?

THE JUNK DRAWER APPROACH TO INVESTING

It's easy to let investments accumulate like old receipts in a junk drawer.

BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

18 YEARS’ WORTH OF DAYS

The average retirement lasts for 18 years, with many lasting even longer. Will
you fill your post-retirement days with purpose?

THE JUNK DRAWER APPROACH TO INVESTING

It's easy to let investments accumulate like old receipts in a junk drawer.

BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!




WHERE DO YOU WANT YOUR FUTURE FINANCIAL ROADMAP TO TAKE YOU?


BRINGING YOUR ENTIRE PICTURE TOGETHER: ONE PIECE AT A TIME

Life is full of milestones. Starting your career, getting married, growing your
family, starting a business, and retiring are just some of the amazing things we
experience. We seek to simplify complex financial terms and investment options,
offer honest advice, and help you navigate life.

At Planwise Financial Partners, we approach your financial picture from a
wide-angle lens and build long-term, trusted relationships, while working to
pursue your goals. To us, you’re not just a number or one portfolio of many.
You're our priority, and we have built our firm around helping you succeed.
Contact us today to get started.


OUR SERVICES


FOCUSED ON YOU

Rather than focusing on product sales or commission-based portfolios, we focus
on your goals and aspirations. Our services span from investment management to
financial planning, but one thing stays the same: we are focused on you.

What We Do

"SOMEONE’S SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME
AGO."

- Warren Buffett

"A GOOD FINANCIAL PLAN IS A ROAD MAP THAT SHOWS US EXACTLY HOW THE CHOICES WE
MAKE TODAY WILL AFFECT OUR FUTURE."

- Alexa Von Tobeln

"SOMEONE’S SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME
AGO."

- Warren Buffett

"A GOOD FINANCIAL PLAN IS A ROAD MAP THAT SHOWS US EXACTLY HOW THE CHOICES WE
MAKE TODAY WILL AFFECT OUR FUTURE."

- Alexa Von Tobeln

"SOMEONE’S SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME
AGO."

- Warren Buffett

"A GOOD FINANCIAL PLAN IS A ROAD MAP THAT SHOWS US EXACTLY HOW THE CHOICES WE
MAKE TODAY WILL AFFECT OUR FUTURE."

- Alexa Von Tobeln




DESIGNED FOR YOU


A NEW APPROACH TO PLANNING

Planning for only one life event would be like having only one puzzle piece and
expecting the entire picture to come together. We utilize a comprehensive
approach to help you design your masterpiece.

How We Work

"A GOOD FINANCIAL PLAN IS A ROAD MAP THAT SHOWS US EXACTLY HOW THE CHOICES WE
MAKE TODAY WILL AFFECT OUR FUTURE."

- Alexa Von Tobeln

"SOMEONE’S SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME
AGO."

- Warren Buffett

"A GOOD FINANCIAL PLAN IS A ROAD MAP THAT SHOWS US EXACTLY HOW THE CHOICES WE
MAKE TODAY WILL AFFECT OUR FUTURE."

- Alexa Von Tobeln

"SOMEONE’S SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME
AGO."

- Warren Buffett

"A GOOD FINANCIAL PLAN IS A ROAD MAP THAT SHOWS US EXACTLY HOW THE CHOICES WE
MAKE TODAY WILL AFFECT OUR FUTURE."

- Alexa Von Tobeln

"SOMEONE’S SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME
AGO."

- Warren Buffett




ELEVATE YOUR FINANCIAL PLANNING EXPERIENCE

Collaborate better with your financial advisor at Planwise with an online
platform that virtually has it all. By linking your investment and bank
accounts, mortgage, real estate, and other assets and liabilities, AdviceWorksTM
offers a more holistic view of your financial situation. 

Learn more


TAKE CONTROL AND LEARN ABOUT WHERE YOUR MONEY CAN GO TODAY


TAKE THAT FIRST STEP TO PERSONAL INVESTING WITH OUR LIBRARY OF RESOURCES


RETIREMENT


ESTATE


LIFESTYLE


INSURANCE


TELL US HOW WE CAN HELP YOU TODAY

Name
Email
Address
Phone
Message
Send
Thank you!
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CONTACT

Office: (717) 260-5165

Fax: (717) 366-8179

5000 Ritter Road

Suite 202

Mechanicsburg, PA 17055

hello@planwise-financial.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators
 * All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

Copyright 2023 FMG Suite.



Securities offered through registered representatives of Cetera Advisors LLC, a
registered broker/dealer, member FINRA/SIPC. Advisory services offered through
Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms
are under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered
representatives of Cetera Advisors LLC may only conduct business with residents
of the states and/or jurisdictions in which they are properly registered. Not
all of the products and services referenced on this site may be available in
every state and through every advisor listed. For additional information, please
contact the advisor(s) listed on the site, visit the Cetera Advisors site at
www.cetera.com.

Individuals affiliated with this broker/dealer firm are either registered
representatives who offer only brokerage services and receive transaction-based
compensation (commissions), investment adviser representatives who offer only
investment advisory services and receive fees based on assets, or both
registered representatives and investment adviser representatives, who can offer
both types of services.

Important Disclosures