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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Matt Spezialetti
CFP®, CFA
Manager, Advisory Team Leadership
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Debbie Ackelson
Client Relationship Specialist
Enjoy some of our latest resources
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March 13, 2023
The Right Time to Buy? How to Factor in Higher Mortgage Rates
Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.
Read the article -
February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
Read the article -
February 13, 2023
Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?
Read the article