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
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
View all calculators
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.