Business Details
8 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Botkin Family Wealth Management was founded by a father-daughter-son team of financial advisors who sought to create an independent firm focused solely on client needs. Our family-owned business specializes in tailored financial strategies for discerning investors with $1 million or more in investable assets. We prioritize proactive communication, diligent monitoring of financial plans, and personalized service to help clients navigate life's changing seasons. Our comprehensive approach includes retirement income planning, asset allocation, insurance strategies, and family wealth education.With offices in McMurray and Ligonier, Pennsylvania, we serve clients across 19 states while maintaining strict adherence to professional standards through industry designations like CFP and CFA. Our independence allows us to provide unbiased advice free from brokerage firm influences, focusing exclusively on creating sustainable retirement income and preserving generational wealth.
Services
Comprehensive Financial Planning
Retirement Income Planning
Asset Allocation
Insurance Planning
Estate Strategies
Account Consolidation
Wealth Education
Employer Retirement Plans
Details
- Year established: 2018
Highlights and features
- Family-owned firm with 30+ combined years of financial advisory experience
- Tailored strategies for investors with $1M+ in investable assets
- Proactive communication and annual review process with clients
- Team holds industry designations including CFP and CFA
- Independence from Wall Street brokerages ensures unbiased advice
Associations and certifications
- CFP
- CFA
Services
Comprehensive Financial Planning
We create customized financial plans addressing retirement goals, asset allocation, insurance needs, and estate planning. Our process begins with understanding your unique objectives through detailed consultations. Plans include net worth analysis, investment recommendations, and clear fee disclosures.
Retirement Income Planning
Our specialists develop sustainable retirement income strategies tailored to your accumulated wealth. We monitor market conditions and life changes to adjust plans as needed. The goal is to help ensure financial security throughout retirement while minimizing depletion risks.
Asset Allocation
We determine optimal asset mix based on risk tolerance and financial goals. Our approach includes cash, fixed income, and diversified equities. Investments are continuously monitored with adjustments made when market conditions or client circumstances change.
Insurance Planning
We evaluate life, long-term care, and estate insurance needs through capital analysis. Our recommendations consider tax implications and wealth preservation. We help clients understand term, universal, and whole life insurance options for their specific situations.
Family Wealth Management
Our services extend to educating next generations about wealth management. We provide guidance on retirement plans, debt management, college funding, and inheritance handling. This helps maintain family financial continuity across multiple generations.
People
Lester P. Botkin
Chief Executive Officer and Financial Advisor
With CFP certification and decades of experience, Lester leads our firm's strategic direction while maintaining active client relationships. His expertise focuses on comprehensive financial planning and retirement income strategies.
Sara B. Botkin
President and Financial Advisor
As CFP and family wealth specialist, Sara oversees client advisory services. She specializes in helping families transition wealth between generations while maintaining financial security and independence.
Lester H. Botkin
Chief Investment Officer and Financial Advisor
CFA charterholder Lester manages investment strategies and asset allocation. His analytical approach ensures clients' portfolios align with their risk tolerance and long-term financial objectives.
Danielle B. Wilson
Vice President and Director of Client Service
Danielle coordinates client service operations, ensuring seamless communication and implementation of financial plans. Her focus is maintaining exceptional service standards and client satisfaction.
Erin Stanley
Executive Assistant
Erin provides critical support to our advisory team, managing administrative operations and client communications. Her organizational skills help maintain our firm's operational efficiency.
Questions
What type of clients do you specialize in?
We specialize in serving discerning investors with $1 million or more in investable assets who seek comprehensive financial planning and wealth management solutions.
How are your financial plans different from others?
Our plans include net worth analysis, retirement income strategies, insurance reviews, and estate planning tailored to your specific goals with continuous monitoring and adjustments.
Do you offer retirement plan services for businesses?
Yes, we help small business owners create and maintain employer-sponsored retirement plans with investment options and employee education programs.
How do you handle account consolidation?
We simplify the process by handling transfers from multiple accounts, creating a unified investment strategy that's continuously monitored for optimal performance.
What makes your firm independent?
We're not affiliated with Wall Street brokerages, allowing us to provide unbiased advice focused solely on your financial needs without conflicts of interest.
How do you communicate with clients?
We maintain regular contact through scheduled meetings, market updates, and our annual review process using client-submitted questionnaires for personalized discussions.
Reviews (3)
Jeremy
Jan 13, 2022
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You commercials don't make sense we don't want to hear about your entire family we want to hear what you have to offer.
Chris Booth
Jun 18, 2021
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Will be honest - have never heard of this place and have never done business with them, but I just found a perfect Pro V1 on the golf course. The logo had a horse & buggy on it, so I had to google the company since I am from Lancaster, PA. Thank you Botkin Family Wealth Management for giving some Pro V1 balls to someone who then kindly lost it for me to find.
Roberto Cirilo
Dec 25, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
Great investing advise, truly care about their clients and do not make you feel like walking dollar signs. Great communication during both markets ups and downs. Very happy I made the switch.
Great investing advise, truly care about their clients and do not make you feel like walking dollar signs. Great communication during both markets ups and downs. Very happy I made the switch.
