Roger Van Pelt is the founder of Van Pelt Wealth Advisors, LLC and a financial advisor with over three decades of experience in the financial service industry. He combines his mind for numbers with his passion for helping others to deliver a high level of service and care to all he serves. He specializes in coordinating clients’ many financial needs into cohesive strategies, including income and tax planning, investment management and family wealth transfer planning.
Growing up with a mother who was a teacher, and now married to a teacher, Roger has long understood the power of education. Beyond assisting clients with their investing and financial needs, he views himself as a teacher. By educating his clients on the financial markets, tax laws and their various strategies and opportunities, he seeks to empower them to make informed decisions and take an active role in their financial life.
Roger started his career with Jeffrey W. Evans and Associates (Erie, PA), followed by Tyler Wealth Counselors, a nationally recognized financial planning firm. As the Director of Financial Planning, Roger led the financial planning team, with Harry Tyler serving as his mentor. After the firm was sold to a regional bank, Roger opted to start his own firm to provide him with greater control and flexibility in helping clients. He founded Van Pelt Wealth Advisors with the goal of putting his clients’ best interests at the forefront of all decisions.
Roger holds the Series 7, 24, 63, and 65 securities registrations and life and health insurance license. He received a degree in business from Grove City College. Outside of the office, he devotes much of his time to his wife, Lauren, their three sons and many close friends. Now that all his boys have finished their collegiate academic and athletic careers, he looks forward to spending more time with family and friends at their vacation home on the Jersey Shore.