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Patricia Marschner, AIF®, CRPC®

Financial Advisor

Patricia Marschner Specializes In:

  • 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


FINRA Series 6, 7, 63, 65; Pennsylvania Life/Health & Variable Annuity License

Patricia's Journey:

Patricia began her career in the financial services industry in 2008. Her core passion has always been helping others. Growing up, she learned budgeting from her mother, and this has helped her develop a focus on Financial Planning. Teaching others how to plan and save for their future is a focus of how she works with clients.

Having owned several small businesses in the health and fitness industries, Patricia understands the needs and challenges that face today’s business owners. One of her passions is helping business owners with 401(k)s, SIMPLE IRAs, and other company retirement plans. She is committed to servicing her retirement plan participants just like she services her clients. Being accessible and providing information people didn’t know they needed is always her goal for her company retirement plan participants and clients.

Patricia obtained her Chartered Retirement Planning Counselor designation (CRPC®), Accredited Investment Fiduciary designation (AIF®), and certification to sell Long Term Care Insurance.

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