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TeachersRetire is on a mission to make retirement easier for Pennsylvania educators. We believe that every PSERS member should have access to all the information they need to feel confident about retirement and make wise decisions. We’re doing this by creating free educational tools and resources in the form of articles, videos, toolkits, webinars and in-person speaking sessions that help to simplify complicated retirement and financial topics. The goal is for you to retire on your terms and feel great about the next phase of your life!
For educators who want more customized advice and guidance, we provide one-on-one retirement consultations and personal financial planning through Personal Wealth Advisory, LLC. For over 30 years, the financial advisors at Personal Wealth Advisory have been helping PSERS members make pension decisions, navigate the PSERS retirement process, pay less in taxes and design investment strategies. Our focus on the unique planning challenges and opportunities of retiring PSERS members has allowed us to help many people who are in the exact same situation as you. This means you get experienced guidance from advisors who are knowledgeable about the pension, health insurance benefits, 403(b) and other financial topics that are top-of-mind for retiring educators.
Andrew B. is one of the lead retirement planners for our PSERS clients. He helps educators navigate the retirement process and make wise pension, tax and retirement decisions along the way.
When not working with clients, Andrew creates most of the TeachersRetire educational content including articles, videos, webinars, toolkits and other resources to help make retirement easy. Andrew’s wife is a middle school teacher at Dallastown Area School District. He is also a partner and financial planner at Personal Wealth Advisory.
Chris helps our retired clients with investment, retirement income and tax planning. As a partner of Personal Wealth Advisory, LLC, he manages operations, technology and human resources.
Steve helps retirees make wise decisions about their income, taxes, investments and insurance. As partner of Personal Wealth Advisory, LLC, he manages financial operations and strategic planning.
Advisory Services offered through Personal Wealth Advisory, LLC, a Registered Investment Advisor. Securities offered through Geneos Wealth Management, Inc., Member FINRA/SIPC. Teachers Retire is affiliated with Personal Wealth Advisory, LLC. Check the background of this investment professional on FINRA’s BrokerCheck The information provided in this website is not endorsed or approved by the Pennsylvania Public School Employees’ Retirement System (PSERS). Personal Wealth Advisory, LLC is an independent Registered Investment Advisor that works with PSERS participants and is not affiliated or endorsed by PSERS. Teachers Retire is affiliated with Personal Wealth Advisory, LLC. Personal Wealth Advisory and Geneos Wealth Management do not provide tax or legal services. Individuals should seek advice from their own tax or legal counsel..