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

How to Keep Building Wealth When Costs Rise

How to Keep Building Wealth When Costs Rise

Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

IRA Income

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

What Is My Net Worth?

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

 

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Year-End Moves to Help You Prepare for Retirement

Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.

View all articles arrow

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

View all calculators arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Saving for College 101

Here's a crash course on saving for college.

View all videos arrow