Penn Wealth Planning celebrates 20 years in business

Penn Wealth Planning, a financial advisory practice of Ameriprise Financial Services, is celebrating 20 years in business.

Founded in 2003 by husband-and-wife team, Financial Advisors Frank and Lisa Policare, Penn Wealth Planning has always called New Hope its home. The first office location opened in 2003 in a modest space on the second floor of Union Square, adjacent to the New Hope-Ivyland train station. Over the last 20 years, the practice had outgrown a second location in Logan Square, before finally purchasing and expanding into the former BB&T bank location on Lower York Road.

Penn Wealth Planning now features a team of seven financial advisors: Lisa Policare, co-founder; Frank Policare, co-founder; Patrick Trauger, CFP; Christopher Kelly, CFP, CPA; Gerald Barlow, CPA; Scott Utterback, CPA, associate Financial Advisor; and Mac Roedel, CFA. Supported by a growing Client Services team, the advisors work together to get to know their clients and create personalized wealth management strategies by offering a range of services from insurance to tax planning strategies.

Founding Partner and CEO Lisa Policare describes Penn Wealth Planning’s 20-year approach to their clients in this way:

“We begin by listening to our clients’ greatest joys and challenges and what keeps them up at night. Only then will we thoughtfully choose a team that we believe will be the best match based on a client’s personality and how they think about money and life. This creates one coordinated financial strategy developed specifically for each of our valued clients.”

Penn Wealth Planning is located at 6444 Lower York Road, New Hope. For information, visit their website: www.pennwealthplanning.com or call 215-862-7080.

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