• Insurance Services
  • Wealth Planning
  • Asset Management
Harrisburg, PA

FULFILL

Your Financial Dreams

Econ Wealth Management is an independent practice that combines comprehensive wealth planning, discretionary portfolio management, and top-notch service to help clients achieve their financial goals and dreams.

Working as a team, we strive to build lasting relationships and create an exceptional experience that provides clients with individualized attention and a wealth plan tailored to their needs.

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ENCOUNTER

ENCOUNTER

MEET YOUR TEAM
ESTABLISH

ESTABLISH

OUR PRINCIPLES
EMBARK

EMBARK

OUR UNIQUE PROCESS
ENHANCE

ENHANCE

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We Manage For YouWe Manage For You

We Manage For You

The EWM Portfolio Management Difference

Asset management at Econ Wealth Management is an integral pillar of the overall client experience. We believe that diligent asset management helps to control irrational behavior and biases that can negatively impact a client's ability to meet his or her goals. Those that seek our professional services can expect a disciplined and dynamic approach that responds to ever-changing economic and market variables.

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We Plan With YouWe Plan With You

We Plan With You

Wealth planning involves analyzing all aspects of your financial situation to help you make the most out of life. Because no two individuals or families are alike, we believe in taking a personal approach by building a wealth plan for each client that considers many factors such as saving for college, insurance protection, retirement income, and tax and estate goals.

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