Wyomissing
Proudly Serving Pennsylvania
Wyomissing
1210 Broadcasting Road
Suite 101
Wyomissing, PA 19610
Buckingham Strategic Wealth's Wyomissing team is devoted to helping clients reach their goals through comprehensive, fee-only wealth management and financial planning. We want to give investors the assurance, peace of mind and restful nights that come with having a customized plan that covers every aspect of their financial lives.
The Wyomissing office joined Buckingham in 2016 through the firm’s acquisition of Herbein Wealth Management. Since 2000, we've work with individuals, families, business owners and nonprofit organizations in Pennsylvania and beyond. Today, we continue to provide deeply personal levels of service to ensure that we know – and are working toward – our clients' most important financial goals. As fiduciaries, our commitment is to put their interests first, and our values and approach help us enrich the lives of many.
-
Your Wyomissing Team
-
William Morgan
CPA, PFS
Advanced Planning Advisor
-
Chiara Renninger
CFP®
Wealth Advisor
-
Scott Worley
CFP®
Retirement Plan Advisor
-
Brad Brisan
CFP®
Wealth Advisor
-
Sean McGinn
Associate Wealth Advisor
-
Andrew Urban
Associate Wealth Advisor
-
Matt Spezialetti
CFP®, CFA
Advisory Team Manager
-
Debbie Ackelson
Client Relationship Specialist
Enjoy some of our latest resources
-
January 17, 2023
2022’s Investment Lessons
While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.
Read the article -
January 17, 2023
Economic Views: Inflation May Have Peaked as New Year Begins
As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.
Read the article -
January 17, 2023
2023 Planning Considerations and Strategies for Individual Taxpayers
Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.
Read the article