Adam M. Jaroch, CFP^®, CHFC^®, CWS^®

Planwise Financial Partners, LLC

With over 25 years of experience in comprehensive financial planning and investment management, I work with individuals and families who are navigating the complexities of wealth with a focus on strategic direction and coordinated planning. I specialize in helping clients approaching or living in retirement design tax-efficient, inflation-adjusted income strategies and implement tailored wealth transfer plans, supporting their lifestyle and the legacy they want to leave for future generations.

I’m a CERTIFIED FINANCIAL PLANNER™ professional and hold the Chartered Financial Consultant (ChFC®) and Certified Wealth Strategist (CWS®) designations—earned through The American College and Cannon Financial Institute. I maintain securities registrations through an independent broker/dealer, Cetera Advisors, and hold life, health, and long-term care insurance licenses.

I live in Mechanicsburg, Pennsylvania, with my wife, Vania. We have three children and one granddaughter. Outside work, I enjoy spending time with my family, personal fitness, and RV camping.