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Life is too short to worry about where you are going next.

Let us open the doors to your financial future.

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At KCA Wealth Management, we take pride in our holistic planning.

While we offer guidance typical of financial advisors, we also go above and beyond the standard to find flexible solutions.


Finance is not one-size-fits all. That is why we take the time to find the right pieces for your unique financial puzzle.

All of us hope to achieve financial ease, but not all of us are in need of a comprehensive financial plan. Protecting our clients against all of life's unexpected turns means taking the time to curate solutions that cater to your needs, no matter how nuanced.

Here are some other ways that we can help find you financial security:

Life Planning

Life Planning

We are people first, advisors second. As individuals we all experience illnesses, death or disabilities personally or that impact our loved ones. The KCA team has the ability to stand by your side to assist in these areas and guide you to relieve the burden and stress these circumstances bring. Your health is just as important as your wealth…

We have assisted people in getting their prescription drugs for cancer, helping by referring clients to other professionals when they need to protect assets from skilled care expenses.

Portfolio Risk Analysis

Portfolio Risk Analysis

If you have an investment portfolio—whether you’ve set it up yourself or under the guidance of another advisor—we can take a look and provide a second opinion on your investments. We’ll assess the level of risk in your portfolio, and provide recommendations on how we think your investments could be improved.

Insurance Audit

Insurance Audit

Insurance isn’t just a health concern; it’s a wealth concern too. Your insurance coverage provides for those unexpected needs that you can’t always plan and save for, and it’s important that you have the right coverage (and the right amount) for your individual situation. We’ll go over all of your insurance plans and provide a comprehensive review of each of them. Then, you’ll get our honest feedback on whether or not the coverage you’ve purchased is appropriate for your needs.

Estate Planning

Estate Planning

We’re not just experienced financial planners here at KCA Wealth Management; we’re Accredited Estate Planners too. We have the background and knowledge to assist with your estate planning and help you to understand how it relates to your overall financial planning. Ensuring that your legacy is preserved and your assets are properly distributed is not something that should be left to chance. We can help ensure that every contingency is properly planned for.

Whatever your financial situation may be, KCA Wealth Management has the knowledge, experience, and services you need to plan for a better future.



Situational Support is just one aspect of KCA Wealth Management’s Holistic Financial Planning services. Check out how Holistic Financial Planning can help you on your financial journey to greater success.

Have gaps in your financial plans? We identify missed opportunities in planning and strive to make our clients more successful by taking advantage of the opportunities and filling in gaps.

Let’s explore opportunities to reach your life goals.

Schedule a meeting or complete the form below to discuss how we can help plan your current, future and legacy dreams.

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KCA Wealth Management | Holistic Financial Planning Company | Retirement Savings | Investments | Harrisburg | Hershey| Carlisle | Camp Hill | Pennsylvania