Business Details
30 Years
experience
Your Trusted Partner for Financial Advisory Services
Chartered Advisory Group delivers professional wealth management services tailored to individual client needs. Our team approach ensures clients work with a dedicated group of advisors and support staff, providing stability and continuity. Founded in 1996, we prioritize independent advice, free from corporate influence, focusing on clients' best interests. Our 3-step processDiscovery, Planning, and Implementationcreates personalized strategies aligned with clients' financial goals. With decades of combined experience, our advisors hold industry-recognized designations like CLU and ChFC.We specialize in retirement planning, investment management, and long-term financial security solutions. Our commitment to transparency and client-centric service has earned us trust in the financial advisory sector. We serve clients through offices in Chadds Ford and Harrisburg, Pennsylvania. Our team's expertise spans financial planning, portfolio management, and risk assessment. We maintain affiliations with regulatory bodies like FINRA and adhere to strict compliance standards.
Services
Wealth Management
Retirement Planning
Investment Management
Independent Advice
3-Step Process
Details
- Year established: 1996
Highlights and features
- We offer over 40 years of combined experience in financial services.
- Our team approach ensures continuity and stability for clients.
- We maintain independence from corporate influences to prioritize client needs.
- Our 3-step process guarantees personalized, actionable financial strategies.
- Advisors hold industry-recognized designations like CLU and ChFC.
Associations and certifications
- FINRA
Services
Wealth Management
Our wealth management services create customized strategies aligned with individual financial goals. We combine comprehensive analysis with ongoing portfolio management to optimize long-term growth. Our team ensures every recommendation reflects clients' unique risk tolerance and life objectives.
Retirement Planning
We develop tailored retirement plans addressing income needs, tax efficiency, and asset preservation. Our approach covers pre-retirement preparation, income optimization, and post-retirement portfolio adjustments. We help clients navigate Social Security strategies and pension options.
Investment Management
Our investment management focuses on strategic asset allocation and performance monitoring. We evaluate investment purposes, risk parameters, and market conditions to build diversified portfolios. Regular re-evaluation ensures continued alignment with financial objectives.
Independent Advice
As an independent advisory firm, we provide objective recommendations free from corporate influence. Our advice centers solely on clients' financial needs, avoiding product push incentives. This independence ensures transparent, conflict-free financial strategies.
3-Step Process
Our 3-step process begins with understanding client priorities through detailed discovery conversations. We then create customized financial strategies, followed by implementation support. This systematic approach ensures comprehensive, actionable wealth management solutions.
People
William H. Kantner IV
President & Senior Advisor
Founder with over 40 years of financial services experience, holding CLU and ChFC designations. Leads with integrity while maintaining industry affiliations and community involvement.
Angela M. Bean
Executive Vice President & Advisor
20+ years of client service experience, licensed since 2005. Focuses on client relations while balancing leadership responsibilities and personal interests.
Robert J. Pedrick
Executive Vice President & Advisor
18+ years in financial services with HR consulting background. Oversees organizational development and corporate finances while maintaining community involvement.
Sean P. Smith
Advisor
Decade of financial advisory experience, starting as an intern. Combines analytical skills with client-focused approach to wealth management solutions.
Katelyn N. Harak
Admin
Brings client service expertise from family therapy background. Focuses on administrative excellence while maintaining commitment to personal development.
Questions
What makes Chartered Advisory Group different from other financial firms?
Our team approach ensures continuity, and our independence guarantees unbiased advice focused solely on client needs.
What services do you offer?
We specialize in wealth management, retirement planning, investment management, and personalized financial strategies.
How does your 3-step process work?
Discovery phase understands your goals, Planning creates customized strategies, and Implementation executes solutions with ongoing support.
Are you affiliated with any financial institutions?
We operate as an independent firm with no corporate affiliations to maintain objective advisory services.
What areas do you serve?
We primarily serve Pennsylvania through offices in Chadds Ford and Harrisburg.
How are your advisors qualified?
Our team holds industry designations like CLU and ChFC, with decades of combined financial services experience.
