CONESTOGA WEALTH MANAGEMENT

Overview

Conestoga Wealth Management operates as a limited liability company under individual ownership and combines insurance-brokerage activity with advisory services. The firm provides financial planning and acts as a capital allocator, primarily by selecting third-party managers for client allocations rather than running an internal multi-asset trading desk. Its fee structure includes a percentage-of-AUM component, hourly charges and other fee arrangements, which aligns with a hybrid advisory model that mixes ongoing investment oversight with project-based planning and insurance placement. Conestoga is not flagged as an active ESG investor and is not listed as a multi-state adviser. The firm’s advisory emphasis is on financial planning and the selection of outside advisers, which suggests the business model centers on assembling external solutions for clients rather than concentrated in-house portfolio management. Insurance products and annuity solutions are an integrated part of its client offering, consistent with its brokerage activity.

Assets & Accounts

Investments & Alternatives

Location & Offices