UnionNationalAdvisors. A comprehensive, personalized approach to helping you make
the most of your wealth.

At UnionNationalAdvisors, we offer a full range of financial solutions to help you accumulate wealth, manage it, and preserve it. But we not only offer high-performance products and services and extensive market knowledge, we work to truly understand your needs, your aspirations, dreams and desires. So we can help you with smart, insightful solutions for today and the future – to help build and protect a financial landscape that’s yours alone.

All the financial experience you need for life’s journey – close to home.
We’re your community-based single source advisory service, offering personalized financial planning with a focused strategy. With UnionNationalAdvisors, you have access to experienced advice and a broad range of investment
options that can be tailored to meet your financial goals. It’s the best of both worlds – smart financial solutions...and the convenience and comfort of working with people close to home.
 

If you believe you need a financial “heavyweight” to manage your wealth, we completely understand.
You want to entrust your finances to the brightest, most intuitive minds in the business. That’s why we have seasoned financial professionals with the knowledge and skills to help you manage your wealth and minimize your risk. We’ve formed strategic partnerships that combine our local experience and service with “Wall Street-caliber” financial muscle – to offer a full range of best-of class financial solutions – from asset allocation programs, to individually managed accounts, to tax-efficient portfolios.

At the end of the day, it’s service that truly gets you there.
Remarkable service is a way of life for us! Because we provide personalized financial planning and advisory services – based on your life needs – there’s really no other way to approach this business. Your personal financial professional will know your current situation – and where you want to be – inside and out. And will be available
to you whenever and wherever needed to discuss your portfolio and any questions or concerns you may have.

Competitively-priced products and services – planned and orchestrated around where you are.
And where you want to be.

Wealth & Investment Management Services
• Individually Managed Portfolios
• Asset Allocation Programs
• Financial Planning
• Personal, Living, Charitable Trusts
• Estate Planning, Administration & Settlement
• Tax Management Strategies
• IRAs

Brokerage Services*
• Full Brokerage Service
• Discount Brokerage
• Financial, Retirement, College Planning
• Mutual Funds
• Individual Stocks and Bonds
• Fixed and Variable Annuities

Retirement Plan Services for Business
• Retirement Planning & Design Strategies
• Investment Services & Strategies
• Record Keeping & Administrative Solutions
• Employee Education & Communication
• Qualified & Non-qualified Plans
• Deferred Compensation Strategies
• Simple Plans, 401(k), Roth and Traditional IRAs

Insurance Products
• Life Insurance
• Long Term Care Insurance

Your smart wealth management program begins with our first meeting.
We welcome the opportunity to demonstrate how we can help you achieve your goals. Give us a call at (717) 492-2294 to set up a meeting to discuss your needs now – and where you want your financial future to be.