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Mission

Founded in 2007 and one of the premier advisory firms serving families and businesses in the south-central PA and Maryland regions, Riggle Wealth Group was founded on the principles of trust and a client-centered, researched-based approach to financial planning that is both ethical and adaptable as your goals and the market change.


Values

Since our founding in 2007, Riggle Wealth Group has charted a course with you and your family at the forefront of our business decisions. Through a series of strategic, thoughtful acquisitions, reorganization, talent acquisitions, and the recent transition to a jointly owned financial firm, we have opened the door to tremendous growth while holding fast to our founding principles of trust and a client-centered, research-based approach to financial planning. 

As one of the only member-owned firms with a collective experience that spans five decades, Riggle Wealth Group member advisors have undergone a rigorous certification process and hold degrees from respected universities throughout the United States. Our certifications and designations include Chartered Financial Analyst®, Accredited Investment Fiduciary®, Chartered Retirement Plans Specialist, Certified Financial Planner™, and Certified Public Accountant.

Our breadth of knowledge includes investment management, financial and retirement income planning, wealth protection and asset transfer, and much more. Together, we will create a wealth management strategy that incorporates both asset allocation and product diversification so you can pursue your goals and establish a legacy for your family or business.