Seltzer Financial Strategies
An affiliate of Equity Concepts
Vast reach and deep roots.
Since 2004, Seltzer Financial Strategies has been an important part of the central Pennsylvania community by serving the families and individuals with their wealth management needs. Our roots stretch back to 1991 when Equity Concepts was founded in Richmond, Virginia by Michael Thaler. Collectively we serve over 2,000 households and advise on $1.35 Billion in assets.
In 2017 we began the process of merging the companies under the name Equity Concepts. The Seltzer name will continue to be prominent in the community and our impact will only continue to grow. It has been and will continue to be our honor to serve Pennsylvania along with 20+ states across the nation.
Continue with the rest of the Equity Concepts website to learn the full depth of how we can help you Invest with Clarity and Live with Confidence.™
Three simple steps toward financial confidence
Organize
Financial clarity starts with organization. Details matter, so we want to make sure your dreams match up with the documented reality of your financial plan.
Strategize
There’s no cookie-cutter plan. Your Wealth Advisory Board™ will work with you to create a clear strategy for investments, financial planning, taxes and risk management — so you can live with confidence.
Actualize
We are passionate about helping you think about the lasting impact of your life. We believe your wealth has the power to transform communities and change lives — including your own.