Parentebeard Wealth Management

Parentebeard Wealth Management (CRD# 174303) is a financial advisory firm headquartered in Lancaster, PA. They manage $836,848,209 in 625 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    837
    MILLION
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $1,338,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MD, NJ, NY, PA, TX, VA

Financial Advisors at Parentebeard Wealth Management
Showing 1 - 10 of 19 top financial advisors.
1
Carolyn M. Denest
CRD#: 3249692
1869 Charter Lane, Suite 302, Lancaster, PA 17601
96
Wealthminder
score

Carolyn Denest (CRD# 3249692) is an Investment Advisor Representative working at Parentebeard Wealth Management in Lancaster, PA and has over 17 years of experience in the finance industry. Carolyn Denest has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael J. Dinan
CRD#: 5703042
1869 Charter Lane, Suite 302, Lancaster, PA 17601
96
Wealthminder
score

Michael Dinan (CRD# 5703042) is an Investment Advisor Representative working at Parentebeard Wealth Management in Lancaster, PA and has over 6 years of experience in the finance industry. Michael Dinan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Scott D. Michael
CRD#: 1976603
221 W. Philadelphia St., Suite 303, York, PA 17401
96
Wealthminder
score

Scott Michael (CRD# 1976603) is an Investment Advisor Representative working at Parentebeard Wealth Management in York, PA and has over 27 years of experience in the finance industry. Scott Michael has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Angela M. Stephenson
CRD#: 3126360
1869 Charter Lane, Suite 302, Lancaster, PA 17601
96
Wealthminder
score

Angela Stephenson (CRD# 3126360) is an Investment Advisor Representative working at Parentebeard Wealth Management in Lancaster, PA and has over 17 years of experience in the finance industry. Angela Stephenson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Thomas K. Williams
CRD#: 3126354
1869 Charter Lane, Suite 302, Lancaster, PA 17601
96
Wealthminder
score

Thomas Williams (CRD# 3126354) is an Investment Advisor Representative working at Parentebeard Wealth Management in Lancaster, PA and has over 18 years of experience in the finance industry. Thomas Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Angela R. Gehman
CRD#: 5908250
1869 Charter Lane, Suite 302, Lancaster, PA 17601
93
Wealthminder
score

Angela Gehman (CRD# 5908250) is an Investment Advisor Representative working at Parentebeard Wealth Management in Lancaster, PA and has over 5 years of experience in the finance industry.

7
Debra H. Sherman
CRD#: 2304857
1027 Mumma Road, Wormleysburg, PA 17043
93
Wealthminder
score

Debra Sherman (CRD# 2304857) is an Investment Advisor Representative working at Parentebeard Wealth Management in Wormleysburg, PA and has over 18 years of experience in the finance industry.

8
Christopher M. Stock
CRD#: 2666104
211 Carlisle Street, Hanover, PA 17331
93
Wealthminder
score

Christopher Stock (CRD# 2666104) is an Investment Advisor Representative working at Parentebeard Wealth Management in Hanover, PA and has over 20 years of experience in the finance industry.

9
James D. Adelsperger
CRD#: 4547058
221 W. Philadelphia St., Suite 303, York, PA 17401
90
Wealthminder
score

James Adelsperger (CRD# 4547058) is an Investment Advisor Representative working at Parentebeard Wealth Management in York, PA and has 1 year of experience in the finance industry. James Adelsperger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jeffrey R. Guindon
CRD#: 5578137
1869 Charter Lane, Suite 302, Lancaster, PA 17601
90
Wealthminder
score

Jeffrey Guindon (CRD# 5578137) is an Investment Advisor Representative working at Parentebeard Wealth Management in Lancaster, PA and has over 4 years of experience in the finance industry.

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