Financial Advisors and Wealth Managers in Williamsport, PA
Contact us today to learn more about what our award-winning team can do for you.
Accolades:
Our Williamsport, PA Office
Contact
Phone: 570.322.8407
Fax: 570.322.4620
Location
2350 E. Third Stree
Suite 6
Williamsport, PA 17701t
Business Hours
Mon - Fri (8:30AM - 4:30PM)
Sat - Sun (Closed)
Our Team
John Keene Jr.
Regional Director, Partner
Meet John >
John Keene, Jr.
RFC®, LUTCF®
Regional Director, Partner
John Keene Jr. is a Regional Director & Partner at Merit Financial Advisors. With over 30 years of experience, John has built his career as a respected advisor by developing genuine, personal relationships with his clients. He is known for his integrity and ethical approach to wealth management.
Currently, he sits on the Northeast Estate Planners Council board and is the chairman of the Williamsport Christian Business Men's Connection.
John and his wife Robin have called Muncy, PA, home since 2002. They keep busy with their three wonderful children, two cats and a dog. John's favorite activities include reading, gardening and snowmobiling.
Rich Tira, Jr.
Financial Representative
Meet Rich >
Rich Tira, Jr.
Financial Representative
Rich focuses on State Retirement Pensions and has more than 15 years of financial services experience. You will often find him on the road where he meets with clients all over the state. His focus is primarily with Pennsylvania State Troopers and Pennsylvania State Prison Employees across the commonwealth. Rich is instrumental in helping these individuals navigate the various options for retiring. His team admires that he is driven, a hard worker, and is always looking out for the best interest of the client.
Rich and his wife, Kriste, reside in Jersey Shore with their five children. Family life keeps their schedule full and they are also very involved with their church.
Tiya Lisembee
Client Service Manager
Meet Tiya >
Tiya Lisembee
Client Service Manager
Tiya Lisembee is a Client Service Manager at Merit Financial Advisors. Tiya brings over 10 years of retail and customer service experience to the team. Tiya's friendly, energetic nature is the perfect fit for her role of making clients feel welcome. You can always count on Tiya to be reliable, responsive, and to go the extra mile.
After living in Louisiana and Texas, Tiya, her husband and her son, now call Pennsylvania home. Tiya enjoys reading, the outdoors, taking vacations, and spending time with family.
Darla Wise
Wealth Manager, Partner
Meet Darla >
Darla Wise
Wealth Manager, Partner
Darla has over 29 years of financial services and insurance experience and the added experience of having been a business owner in the mortgage industry. A 1986 graduate of Bloomsburg University with a Bachelor's Degree in Communications, Darla's ability to foster creativity and collaboration, along with her wealth of knowledge and strong communication skills, have been a tremendous asset to her clients. Darla strives to provide a dynamic investor experience to her clients. She focuses on planning for now and the future of her clients. Her strength is in helping her clients understand the "whats," "hows, "and "whys" of the financial process. Darla acts as a fiduciary in advisory relationships, having her Series 7, Series 65, Series 6, and Series 63 registrations and Life Accident and Health Insurance licenses.
Darla and her husband, Von, call Lock Haven, PA their home. She has two grown sons and daughters-in-law who live in Philadelphia, Pa. and Bristow, VA, and one grandson. Outside of Merit, she is a mentor in the TRIO Student Support Services for Lock Haven University students, on the Croda/Avery Dennison Community Advisory Council (CAC), she is a previous board member of the Clinton County Historical Society, a member of the Clinton County Economic Partnership, a 2012 graduate of the Leadership Clinton County program, and previously served on the Leadership Clinton County Advisory Committee. Besides spending time with her family, Darla enjoys boot camp workouts, playing her violin, going to the beach, having good friends, and drinking fine wine.
Delaney Jean
Wealth Manager
Meet Delaney >
Delaney Jean
Wealth Manager
Dalaney Jean is a Wealth Manager at Merit Financial Advisors. She joined the team after graduating with a Bachelor’s Degree in Accounting from Lock Haven University. Delaney has her Series 7 and 66 registrations and holds a Life and Health Insurance license. She brings new and fresh ideas to the table, and her friendly demeanor always makes our clients feel welcome.
Delaney grew up in Montoursville, and now resides in Trout Run, where she and her husband have a small farm with cattle, chickens, sheep, and pigs. During her free time, she enjoys her work on the farm, visiting family, reading, and hiking/running with her dog.
Ashley Twigg
Branch Operations Manager
Meet Ashley >
Ashley Twigg
Branch Operations Manager
With more than 20 years experience in the Insurance and Financial services industry, Ashley started her financial services career at the firm’s local management office. She worked alongside several financial representatives and fulfilled various office management roles and excelled at client-facing responsibilities. In her current non-registered role, Ashley’s natural ability to multi-task, prioritize, and her keen attention to detail enable her to provide a positive client experience.
In her personal time, Ashley and her husband enjoy spending time with family and outdoor activities. They are proud supporters of local and national animal shelters.
Joseph Faux
Wealth Manager, Partner
Meet Joseph >
Joseph Faux
CRPS®
Wealth Manager, Partner
Joseph Faux is a Wealth Manager at Merit Financial Advisors. Joe and his wife, Pam, live in the Montoursville area. He has owned several businesses, has traveled widely, and lived in northern Italy. His experiences help to bring a unique perspective to his practice.
Josh Hewlett
Wealth Manager
Meet Josh >
Josh Hewlett
Wealth Manager
Josh Hewlett is a Wealth Manager at Merit Financial Advisors. Josh joined the team in March 2022 after working in the insurance industry. He graduated from Mansfield University with dual Bachelor’s Degrees in Safety Management and Criminal Justice Administration. Josh has his Series 7 and 66 registrations, Life and Health Insurance license, Property and Casualty Insurance license, and is currently studying for his CFP certification. Josh is a non-producing representative, assisting John Keene with his clients.
Josh grew up in Montoursville and still resides there today with his wife Ashley and their collie Bella. During his free time, he enjoys playing in a men’s basketball league and traveling across the country with his wife and family to attend sporting events and concerts.
Stephen Versak
Client Development Manager
Our Financial Solutions
Financial Planning
We create personalized financial plans that adapt to your life’s twists and turns. By understanding your unique needs, we help you make smart decisions that support your goals now and in the future.
Wealth Management
Our wealth management strategies are all about growing and protecting your assets. We’ll work together to build a plan that makes sense for you, so you can confidently navigate the ups and downs of the market.
Life Transitions
Life is constantly changing, but that doesn't mean your financial goals have to. Whether it’s retirement, divorce, a career change, or widowhood, our team is here, ready to tackle whatever transition you are preparing for or already are experiencing.
Insurance Planning
Life happens—our insurance planning services help protect what matters most. We’ll find the right solutions to safeguard your assets and provide peace of mind for you and your loved ones.
For Businesses
Running your business is both a joy and a challenge that deserves careful planning and guidance. We’ll work closely with you to understand your business’s unique challenges and opportunities and offer customized strategies to address them.
Your Path to
Financial Success
Tailored financial plans that cater to your unique needs and goals
Expert guidance and strategies backed by years of industry experience
Wide range of services, including retirement planning, investment management, and tax planning
Frequently Asked Questions
At Merit Financial Advisors, we specialize in managing complex financial portfolios. Our team of experts uses a comprehensive approach to provide sophisticated solutions tailored to your diverse investment, business, and real estate holdings. We ensure every aspect of your wealth is strategically managed to meet your unique needs.
The Details
Understanding Financial Planning
Financial planning is a comprehensive process that helps set and achieve long-term financial goals. At Merit Financial Advisors, we assess your current financial situation and create tailored strategies for saving, investing, and managing your wealth. Our advisors ensure your plan is aligned with your goals, providing ongoing support and adjustments as needed.
Types of Financial Planning Services We Provide
At Merit Financial Advisors, we offer a comprehensive range of financial planning services designed to meet your unique needs:
- Financial Planning: Comprehensive analysis of your financial health, including budgeting, savings strategies, and debt management to build a strong financial foundation.
- Wealth Management: Personalized investment management to grow and preserve wealth, continuously monitoring and adjusting to optimize performance.
- Estate Planning: Creating wills, trusts, and legal documents to ensure your assets are distributed according to your wishes and minimize tax liabilities.
- Insurance Planning: Identifying and mitigating financial risks with life, disability, and long-term care insurance to protect you and your family.
- Retirement Planning: Setting retirement goals, estimating future expenses, and creating savings plans to ensure a secure and comfortable retirement.
Why You Need a Financial Advisor
- Expertise: Specialized knowledge in financial planning, investment management, and wealth management.
- Customized Plans: Tailored financial plans to meet your specific needs and goals.
- Access to Financial Products: Wide range of financial products and services, including advanced investment strategies and estate planning tools.
- Ongoing Support: Continuous guidance to keep you on track with your financial goals.
- Commitment to Service: Personalized service and continuous support for achieving and maintaining financial success.
Finding the Right Financial Advisor in Williamsport
- Certifications: Look for CERTIFIED FINANCIAL PLANNER® or Chartered Financial Analyst® designations.
- Reviews: Check online reviews and client testimonials.
- Experience and Expertise: Evaluate their background and the services they offer.
- Fiduciary Duty: Required to act in the best interests of clients.
- Transparency and Communication: Clear and honest about fees and services.
- Approach: Understand their strategy for financial planning and investment management.
How Financial Advisors Can Help You Achieve Your Goals
Financial advisors create customized financial plans tailored to your individual needs and goals. They offer ongoing support and guidance, ensuring your plan adapts to life changes and market fluctuations. At Merit Financial Advisors, we provide comprehensive advice and support to help you achieve financial success. Our team makes informed decisions during significant life events and maintains focus on your long-term goals.
Overview of Merit Financial Advisors
Merit Financial Advisors enriches clients' lives with personalized financial planning and wealth management. Our team includes CFP®s and CFA®s who excel in managing complex portfolios, optimizing taxes, and developing estate plans. We provide detailed, tailored plans addressing all aspects of your financial life, ensuring your success with confidence and clarity.
Merit’s Service Areas Outside of Williamsport, PA
Our service areas include:
- Montoursville
- South Williamsport
- Hughesville
- Loyalsock Township
- Muncy
- Duboistown
Achieve Financial Success with Merit Financial Advisors
Merit provides expertise, personalized planning, and ongoing support to achieve your financial goals. Our services in Williamsport and surrounding areas include advanced investment management, tax optimization, and estate planning. Partnering with Merit ensures comprehensive financial solutions tailored to your unique needs, guiding you to long-term success with confidence and clarity.