Your Journey, Your Story, Your Future
Families & Individuals
Our comprehensive wealth management formula goes beyond traditional services. We manage your investments, estate planning, tax strategies and more, but our true value lies in relationship management.
Business Owners
Through our six- step process and specialized Business Owner Resource Network (BORN), we guide you in crafting a strategy that ensures your business goals align with your personal goals.
Retirement Plans
From maximizing contributions to vetting essential providers, we ensure your plan meets the highest standards.
Investment Consulting
Asset Allocation, Portfolio Management, Manager Due Diligence, Risk Evaluation, Performance Analysis
Advanced Planning
Wealth Protection, Wealth Transfer, Wealth Enhancement and Charitable Giving
Trust & Fiduciary
Expert insight to help you manage trusts, guardianships, family foundations, and more.
About Us
We believe that wealth is not just about numbers; it’s about what truly matters to you—your family, your future, and the legacy you want to leave behind.
Our team takes the time to understand what drives you, uncovering the values that shape your decisions. We know that financial planning can feel overwhelming, but with us, it’s different. Our multi-generational team, deeply rooted in Central Pennsylvania, is here to listen, guide, and provide the clarity and confidence you deserve.
Approachable yet steadfast, Boden Wealth takes a grounded approach to managing clients’ finances, focusing on sustainable growth and ethical practices.
solutions For Every step of life
At Boden Wealth, we take pride in hearing from clients that our approach is refreshingly different. It’s not uncommon for us to hear, “I’ve never had an advisor ask me about that,” and we see that as a mark of our commitment to building deep, meaningful relationships.
CLARITY
We help you see the full picture of your wealth plan & why every decision matters.
CONFIDENCE
We ensure you feel secure in your financial future, knowing you have plan that aligns with your values and goals.
KINDNESS
Our dedicated team serves selflessly, working to care for you, your family and your business.
Nathan is the host of the BORN Podcast, a show that explores the lives & stories behind successful Central PA business owners. In each episode, Nathan interviews a different guest, asking important and sometimes challenging questions about business & life.
Let’s take the next step, together.
Check the background of this firm on FINRA’s BrokerCheck
Securities offered through Kestra Investment Services, LLC, (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Service, LLC, (Kestra AS) an affiliate of Kestra IS. Boden Wealth, is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.
The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.