A.N. Culbertson & Company helps investors with the prudent building and protection of their financial wealth. There are few things as personal and important as the management and growth of your financial assets. We understand that the funds you place with us could finance your retirement, help you to maintain a particular lifestyle, or pass a legacy on to future generations. We invite you to learn more about the values that drive A.N. Culbertson & Co. and how we employ a personal relationship approach to each client to help them achieve their goals. We provide a broad range of financial planning and portfolio management services for successful individuals and families. Our experience with wealth management and complex financial issues is based upon our widely varied careers in business, finance, law and entrepreneurship.
We are an independent, fee-only Registered Investment Advisory (RIA) firm. We do not sell products and do not receive commissions on any investments we make for our clients. As RIAs we have a fiduciary duty to act in the best interests of our clients at all times. You may read our full disclaimer statement here.
We have issued a statement to our clients about the corona virus and how it is affecting the markets. You can read it here.