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
Building Your Legacy
A four-step framework for building a personal legacy.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
2026 Tax Law Changes
The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.