Welcome to the Mancing Wealth Management Group.

The investment landscape is always changing, sometimes radically. Finding the right financial advisor to help you develop a comprehensive wealth management strategy that evolves as your life and circumstances do can seem daunting.  

For more than a quarter century, the Mancing Wealth Management Group has offered a wide breadth of wealth management, investment planning, and estate planning services and products to keep pace with our clients’ ever-changing needs.

Today, we represent family households and business clients nationwide – everything from a Pennsylvania grandmother saving for college and retirement to a California doctor/entrepreneur funding his next company, a New Jersey accountant managing his firm’s 401(k) to a Florida horse trainer planning to expand his equestrian facility. 

Our practice is national and generational. Some of our clients have been with us since the very beginning, and now their children and grandchildren are our clients, too.

I’m excited for you to learn more about what the Mancing Wealth Management Group and Stifel can do to help you pursue your goals.