Broker Check
Comprehensive Services Experience the Difference A Personalized Approach Committed to You

Where Do You Want Your Financial Roadmap to Take You?

At Van Pelt Wealth Advisors, we established our firm with the desire to help successful individuals and families develop customized strategies tailored to their financial goals and dreams. Over the course of our many decades in the financial services industry, this passion has never wavered. We are, above all, dedicated to serving our clients first, last, and always.

We want to help you create a personalized financial roadmap designed to guide you to your ideal destination. By serving as a reliable resource, we seek to reduce your financial anxiety and empower you to take an active role in your financial life. Our goal is to serve as your financial partner. In good times or in bad, we are here for you.

Based in Pipersville, Pennsylvania, we work with clients throughout the greater Philadelphia area and across the United States. In everything we do, our goal is to passionately serve you by nurturing lifelong relationships built on trust.

Contact Us


Helpful Content

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Wedding Budget Calculator

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

 

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Glossary of Scam Terms

A helpful glossary of current scams.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

How Insurance Supports Your Financial Goals

Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.

View all articles arrow

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

View all calculators arrow

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

View all videos arrow