Broker Check


At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s a good approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

*These services are offered by David Weaver and Megan Wall through their affiliation with Avantax Investment ServicesSM.


Primary Phone Number


Palmyra Office


Carlisle Office


David  Weaver

David G. Weaver

Financial Advisor, Founder, and CEO

Megan Wall

Megan Wall

Director of Operations and Services

Darla Kridlo

Darla Kridlo

Client Relationship Manager

Mary James

Mary James

Registered Representative

Shahirah Mahther

Shahirah Mahther

Financial Paraplanner