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.
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Helpful Content
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Where Family Wealth Meets Family Values
Explore how giving, gifting, and everyday spending can work together to support your family's long-term goals.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.