About
The Advanta Difference
We are committed to providing clear, personalized financial advice and strategies to help you achieve a confident and secure future. Learn below how our principles and expertise guide everything we do.
Meet the experts.
James Spickard
Owner & Lead Advisor
Mariah Hough
Operations Manager
Advanta Wealth Management + Charles Schwab & Co., Inc®
The Security of Schwab. The Personalization of Advanta.
At Advanta Wealth Management, We are proud to work with Charles Schwab as our primary custodian. This allows us to leverage the strength and innovation of a leading custodian.
Proven security and reliability
Your investments are held by one of the most trusted custodians in the industry.
Industry-leading technology and tools
Schwab's platform keeps you informed, engaged, and in control at all times.
Unmatched client support
24/7 access to customer support and investor resources.
Guiding Principles
At the core of Advanta Wealth Management are values that shape our approach and define our commitment to our clients:
Client-Centered Focus
Systems designed to keep employee payments accurate and consistent.
Collaboration
Organized categorization and tracking systems designed to improve reporting.
Transparency
Clear payroll records and simplified reporting to help you stay informed.
Commitment
Consistent financial summaries and organized reporting to help stay informed.
Personalization
Tracking for payroll history, employee payments, and financial organization.
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We are fee-only and fiduciary. Fee-only means we are paid only by you, never through commissions or product incentives.
As fiduciaries, we are legally required to act in our clients' best interests when providing investment advice. Our advice is intended to be objective and aligned with your financial goals.
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If you're within five to ten years of retirement and starting to ask the hard questions, we'd love to talk. The best way to find out if we're the right fit is a free conversation. No obligation, no commitment, just clarity.
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We work with clients at various stages and asset levels. Whether you're still building through a company retirement plan or approaching retirement with substantial savings, we have a service designed for where you are today.
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Not at all. Many people contribute consistently but never revisit how their money is actually allocated.
Five to ten years before retirement is an ideal time to take a closer look, and small adjustments now can have a meaningful impact on what your retirement looks like.
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A pension is a valuable foundation, but it rarely tells the whole story.
How it coordinates with Social Security, your 401(k) or 403(b) balance, and your overall tax picture are exactly the decisions we help you work through.
Frequently Asked Questions.
Ready To See If Your 401(k) Is Still Invested The Right Way?
A complimentary review can help you better understand your current investments, identify potential opportunities, and gain confidence that you employer retirement plan continues to support your long-term goals.
No obligation. No pressure. Just Clarity