Van Pelt Wealth Advisors was founded in 2005 by Roger Van Pelt with the desire to help hard-working successful individuals and families pursue not only their goals, but also their greatest financial dreams. More than a decade later, we have flourished into a successful practice ingrained in our Philadelphia community. We combine the breadth of services and resources of a national firm with the support, personal attention, and family feel of a boutique practice.
We understand the complexities of your financial life and how the ever changing financial landscape requires on-going monitoring so that your financial plan stays on track. Many people don’t have the time to continually manage their financial plan, whether that is retirement planning or building a tax-efficient portfolio. We seek to help you by explaining confusing concepts and helping you better understand the investment opportunities available. As your needs or situations change, we’re here to help make adjustments to your strategies or assist you with your decision-making. Our goal is to serve as your their lifelong financial advisor, sustaining a trusted relationships that spans generations. In fact, many of our relationships with clients have surpassed several decades.
While we can’t control the markets, we can control how we communicate with you and help you stay on track with your financial strategies. Start building a strong partnership with a firm that truly cares about helping you pursue your greatest dreams.