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Home | Keystone Financial Strategies - Financial Planning and Wealth Management Services

Financial Planning & Wealth Management

Welcome to Keystone Financial Strategies. We’re a wealth management firm based in Central Pennsylvania serving both individuals and small business owners. We focus on all issues relating to your financial well being and provide solutions that are rooted in the priorities in life that are important to you. And as independent advisors, we address your financial challenges with sound advice.
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Wealth Management
for Individuals

Through a relationship based on trust, integrity and personalized service, we offer guidance and management for all aspects of your financial plan. We are your partner in life’s milestones such as marriage, children, planning for college, retirement and transitioning your assets to heirs.
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Our Consultative Wealth
Management Process

Our approach to wealth management includes a consultative process that addresses all aspects of your financial life. Working through the five steps in the process is the most effective way for us to learn about your needs and goals – personally, professionally and financially.
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Financial Planning for
Business Owners

At Keystone Financial Strategies, we understand the time and dedication it takes to stay on top of your business’s financial situation. As your financial advisor, we partner with you to simplify your management responsibilities and increase the financial well being for your business.

Keystone Financial Strategies: Independent Advisors with Fee Transparency

As independent investment advisors we can select from the breadth of investment tools and partners available — regardless of their affiliation. At Keystone Financial Strategies you receive client-focused solutions that suit your individual or business needs.

Expertise: We’re CERTIFIED FINANCIAL PLANNER™ Professionals and Certified Public Accountants

Headed by Jack Armstrong, our team has more than 40 years of professional accounting experience and more than 20 years of financial planning experience. With dual competencies we are uniquely qualified to provide you with sound financial advice.
Tax preparation and accounting services provided by Keystone Financial Strategies are separate and unrelated to Commonwealth.