Wyomissing
Proudly Serving Pennsylvania
Wyomissing
1210 Broadcasting Road
Suite 101
Wyomissing, PA 19610


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Your Wyomissing Team
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William Morgan
CPA, PFS
Advanced Planning Advisor
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Chiara Renninger
CFP®
Wealth Advisor
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Scott Worley
CFP®
Retirement Plan Advisor
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Brad Brisan
CFP®
Wealth Advisor
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Sean McGinn
Associate Wealth Advisor
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Andrew Urban
Associate Wealth Advisor
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Michael Heiser
CFP®, CRPC®
Associate Wealth Advisor
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Matt Spezialetti
CFP®, CFA
Manager, Advisory Team Leadership
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Debbie Ackelson
Client Relationship Specialist
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

Enjoy some of our latest resources
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September 11, 2023
6 Steps to Plan for a Future Inheritance
Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.
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August 28, 2023
Fee-Only and Fiduciary: What It Means for Your Financial Planning
It’s important to partner with a financial advisor that aligns with your values, goals and objectives. However, it’s equally important to understand how your wealth manager is compensated.
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August 14, 2023
Maximizing Health Care Savings in Retirement With an HSA
A health savings account (HSA) is a tax-efficient way to pay for qualified medical expenses. However, when you enroll in Medicare, using an HSA becomes a bit trickier. Learn how to get the most mileage out of your health care dollars.
Read the article