Financial planning & wealth management, made accessible.
Providers & Families Wealth Management is a small, driven team of financial advisors dedicated to serving families, individuals, retirees, and business owners in Harrisburg, PA and beyond.
We believe it takes courage to find one’s financial footing.
But in order to make the leap from uncertainty to confidence, most people need a trustworthy guide. That’s why, in each of our client relationships, we make education and understanding a priority.
No matter where you are in your financial journey, our aim is to give you personalized guidance and tools to identify and pursue your financial goals without fear.
Scot Whiskeyman, CFP®
CERTIFIED FINANCIAL PLANNER™
Scot began his career as an Advisor in 2011 as a member of the MetLife Premier Client Group. His passion is providing financial education individuals, families, business owners, and healthcare professionals. Scot currently resides in Carlisle, Pennsylvania. He enjoys writing, working out, and craft beer. He serves on the board and finance committees for West Shore Young Professionals.
Lindsey began her career at Waddell & Reed. She is passionate about empowering women to take control of their financial futures by giving them unique tools and needs based advice. Lindsey resides in Carlisle, Pennsylvania. She enjoys the outdoors, hiking, and Yoga.
Keys to Financial Success
We can accomplish more together than on our own.
Taking responsibility puts your financial destiny in your hands.
It’s not just what you know, but what you do with what you know.
Follow-through is necessary to succeed.
Open communication leads to deeper understanding and trust.
Why does the CFP® certification matter?
It pays to work with a Certified Financial Planner™.
The CFP® designation is the gold standard in financial planning services. We meet a rigorous set of standards and abide by a Code of Ethics designed to protect our clients’ best interests in everything we do. Unlike non-certified financial planners, CFP® professionals are thoroughly trained in 72 areas of financial expertise, and are fully equipped to help clients make the most of their financial resources.