Schuylkill Financial

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Schuylkill Financial Schuylkill Financial is an independent financial planning/wealth management firm with offices in Wyomissing, PA and Downingtown, PA.

Our partnership was founded on the basis of having a positive impact on people’s lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning, and estate planning.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
10/23/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

10/23/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
10/22/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Do your kids have the right stuff for college?
10/20/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

10/16/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

Do you know the risk factors that can lead to cognitive decline?
10/16/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

With great wealth comes even greater questions. Learn more in our article.
10/15/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
10/14/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
10/13/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

What should you look for in a personal finance app?
10/09/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

Address

600 Eagleview Boulevard Suite 300
Exton, PA
19341

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16106701656

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