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 18 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 7 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 28 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 18 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 19 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 6 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 19 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 21 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 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.