With the desire to serve clients in an objective environment, a father-daughter-son team of financial advisors broke away from one of the largest brokerages on Wall Street to form an independent financial planning and investment firm. So begins the story of Botkin Family Wealth Management, a family-owned business dedicated to making a difference in your family's life.
Life has many seasons, and so will your financial plan. We keep in close touch with clients to stay informed about changes in their lives and to communicate developments in the markets. We specialize in showing you how to work toward turning your life savings into an income that can sustain you and your family throughout retirement.
Life has many seasons, and so will your financial plan. We keep in close touch with clients to stay informed about changes in their lives and to communicate developments in the markets. We specialize in showing you how to work toward turning your life savings into an income that can sustain you and your family throughout retirement.
Services
We are a family of independent financial advisors who love what we do. At Botkin Family Wealth Management, we treat you the way that we ourselves want to be treated in our own business dealings - with care, respect, and the highest level of competence and professionalism.
Exceptional client service in the form of proactive communication, diligent monitoring of your financial planning and investment strategy, and availability to you when you need us is what sets us apart.Les Botkin has been a financial advisor since 1997.
Exceptional client service in the form of proactive communication, diligent monitoring of your financial planning and investment strategy, and availability to you when you need us is what sets us apart.Les Botkin has been a financial advisor since 1997.
At Botkin Family Wealth Management, we provide you with effective financial planning and investment strategies only after we have a clear and complete understanding of who you are and what you want to achieve. That's why we begin each client relationship by working with you to create a written, comprehensive financial plan that addresses your specific needs and goals.
While considering leaving our Wall Street brokerage to form an independent financial planning firm, we worried about whether clients would miss the cachet of a big name. It turns out; our doubts were unfounded. We are so thankful for the reception we got from our clients who supported us in opening our business and from the people in our community who've entrusted us with their financial future.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.* A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on their clients. Our partnership with LPL Financial enables us to focus on what we do best: helping you protect and grow your wealth.
As financial advisors at a large brokerage house, we had for many years considered forming an independent financial planning and investment firm. The final catalyst that propelled us toward the realization of our dream was the day that the building at 2948 Washington Road in Peters Township, PA, went up for sale.
Reviews (3)
Jeremy
Jan 13, 2022
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Chris Booth
Jun 18, 2021
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Will be honest - have never heard of this place and have never done business with them, but I just found a perfect Pro V1 on the golf course. The logo had a horse & buggy on it, so I had to google the company since I am from Lancaster, PA. Thank you Botkin Family Wealth Management for giving some Pro V1 balls to someone who then kindly lost it for me to find.
Roberto Cirilo
Dec 25, 2020
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