Brad Mentzer is a financial adviser committed to helping you improve your long-term financial success. The customized strategies are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. If you have any questions or would like more information, please feel free to email us or call us at (717) 249-6327. We look forward to hearing from you.
Helpful Content
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
How Income Taxes Work
A quick look at how federal income taxes work.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
View all calculators
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Rightsizing for Retirement
What does your home really cost?