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
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
College Savings
See how much you may need to save now to cover future college costs for your child.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
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?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.