Central Penn Wealth Advisors
A full-service, independent financial services firm serving AAA Central Penn members
From Members to Family
For many, working with a financial professional can be intimidating; at Central Penn Wealth Advisors we believe it doesn't have to be. We treat every client as if they were family - because to us, you are. What matters most to you, is what's most important to us.
We want to learn about you, your family, your goals and aspirations and how we can best serve you.
Our team provides comprehensive financial services in the context of a long-term relationship with you. Through our experience, we have learned the importance of everyone being clear on what to expect if we are developing and maintaining a successful working relationship - one where we can help you achieve your financial and lifestyle goals.
While working with us, you can expect that we will consistently and responsibly perform all services related to the preparation, review, and ongoing monitoring of the financial planning solutions we implement on your behalf. We've learned that effective communication and mutual respect are essential to a long-term partnership.
Meet the Team
The team at Central Penn Wealth Advisors boasts over 100 years of collective experience in creating and administering financial solutions to individuals in Central PA. Our team of highly educated and creative problem solvers works collaboratively to implement every investment plan with the utmost prudence.
Our advisors hold many accreditations and FINRA series 6, 7, 63, 65, 66 licenses. Our team gives back to the community through involvement in organizations in the areas in which they operate. They dedicate their time to serving their clients and their community alike.
Check out the background of investment professionals on FINRA’s Broker Check. 
Kate Martin
COO and Financial Advisor
Comprehensive Financial Planning
Investment Management/Planning
Business Continuity Planning
Multi-Generational/Estate Planning
Insurance Protection
Retirement Planning
Business Retirement Planning
Patrick Barry, AIF®
Financial Advisor
Comprehensive Financial Planning
Retirement Planning
Insurance Protection
Social Security Planning
Wealth Management
Portfolio Growth
College Savings
Joe Henriques, CFP®, AIF®
Financial Advisor
High Net Worth Investors
Business Retirement Planning
Socially/Environmental Conscious Investing
Financial Planning
Retirement Planning
Medical Professionals
Business Continuity Planning
David Langan, RICP®, AIF®
Financial Advisor
Comprehensive Financial Planning
Social Security Planning
Retirement Planning
State/Government Employees
Business Continuity Planning
Multi-Generational/Estate Planning
Medical Professionals
Wealth Management
Brian Lauer
Financial Advisor
Retirement Planning (Individual & Business)
Advanced Business Succession Planning
Executive Benefits Consultation
Insurance & Estate Planning
Wealth Preservation Strategies
Wealth Transference Strategies
College Savings
Patricia Marschner, AIF®, CRPC®
Financial Advisor
Retirement Planning (Individual & Business)
Advanced Business Succession Planning
Executive Benefits Consultation
Wealth Benefits Consultation
Insurance & Estate Planning
Wealth Preservation Strategies
Wealth Transference Strategies
College Savings
Andrew Wallace
Financial Advisor
Comprehensive Financial Planning
Retirement Planning
College Planning
Portfolio Growth
Wealth Management
Insurance Protection
Justin Racculia
Financial Advisor
Comprehensive Financial Planning
Investment Management/Planning
Business Continuity Planning
Multi-Generational/Estate Planning
Insurance Protection
Retirement Planning
Business Retirement Planning
Hayden Bankes
Financial Advisor
Comprehensive Financial Planning
Investment Management/Planning
Business Continuity Planning
Multi-Generational/Estate Planning
Insurance Protection
Retirement Planning
Business Retirement Planning
Services
Comprehensive Financial Planning
Retirement Planning
Social Security Distribution Planning
Wealth Management & Portfolio Growth
Personal and Asset Protection
Business Continuity & Retirement Planning
Education Planning
Multi-Generational & Estate Planning
Charitable Gifting Strategies
Stocks, Bonds & Mutual Funds
Investment Strategies & Advice
Personal & Business Investments
Employee Benefits
Health & Long-Term Care Insurances
Advisory Services
If you would like to set up a 1:1 appointment at one of these AAA Central Penn branches, please fill out the form below.
Call 717-745-8680 to talk with an advisor today.
For more information and to receive important disclosures, fill out the form below. A Central Penn Wealth Advisor will contact you to schedule an appointment at your convenience.
See All AAA Events
We have a lot going on at AAA Central Penn. Check out our complete list of Financial Services seminars, Travel Presentations, Volunteer Opportunities, Seasonal Celebrations, and more!
*Fixed Insurance offered by Central Penn Wealth Advisors.
AAA Central Penn and ACPWA, LLC are not clients of Central Penn Wealth Advisors or Cambridge Investment Research Advisors, Inc and are being compensated for sharing their opinion and/or experience. Any compensation creates a conflict of interest and comments made by representatives of AAA Central Penn and ACPWA, LLC may not be representative of any other person's experience with Central Penn Wealth Advisors or Cambridge Investment Research Advisors, Inc.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of Pennsylvania. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. AAA Central Penn, Central Penn Wealth Advisors, ACPWA, LLC, and Cambridge are non-affiliated separate legal entities. Mailing Address: 2009 Market Street Camp Hill, PA 17011. Cambridge's Form CRS (Customer Relationship Summary)
