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. He founded Providers & Families in 2017 and now works together with his wife, Lindsey.
Scot’s passion is providing financial education to individuals, families, business owners, and those on the edge of retirement.
Scot currently resides in Carlisle, Pennsylvania with his wife, Lindsey, and their four cats. He enjoys writing, running, and craft beer.
Lindsey began her career at Waddell & Reed in 2016. She joined Scot at Providers & Families in 2017.
Lindsey is passionate about empowering women to take control of their financial futures in order to live their best lives possible. Through unique tools and needs based advice, Lindsey strives to help her clients reach their financial dreams.
She lives in Carlisle, Pennsylvania with her husband and business partner, Scot, and their four cats. She enjoys baking, hiking, and will very often break out into a spontaneous song or dance!
We Believe The Keys to Financial Success Are
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™.
Anyone can call themselves a financial advisor. Only those who have met the standard of excellence in financial planning can call themselves a CFP® professional. The CFP® certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
Source: www.cfp.net; accessed 8/28/2020
Affiliations & Partnerships
Listed entities are unaffiliated with HTK.