We provide tax efficient financial planning & investment management.
Why Us
Stoltzfus Advisory LLC
Why Choose Stoltzfus Advisory LLC?
Experience
Curt Stoltzfus has spent his 28-year career fully in the financial services industry. He’s been a department leader in divisions including wealth management, financial strategies, and tax planning.
Credentials
- B.S. in Accounting – Liberty University, Lynchburg, VA
- CFP® - Certified Financial Planner™
- CAP® - Chartered Advisor in Philanthropy
Areas of Expertise
- Asset Allocations Strategies
- Tax Planning
- Retirement Distribution Planning
- Charitable Donation Planning
- Legacy Planning
Independence
As an independent company, we can fully offer comprehensive advice without restrictions or pressures to make certain recommendations.
Client Best Interest Advice
We are not affiliated with banks or insurance companies unlike many advisors and financial salespeople. We have a client-first mindset and will always act in your best interest.
Personalized Service
Many firms provide cookie-cutter plans and portfolios. Here at Stoltzfus Advisory LLC, we take pride in taking the time to get to know our clients and their needs. We’ll always offer custom solutions that will help you achieve your financial goals.
Tax Planning
Many advisors won’t give tax advice. We incorporate tax minimization into all aspects of our services.
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