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Our Approach

What sets Riggle Wealth Group apart from other financial advisory firms is our credentials, diversity of thought and experience, and our planning process which follows a rigorous, research-based approach to wealth management.

Our partners and team 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.

As one of the premier advisory firms in the area, 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.

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.