About Liberty Financial Strategies

Liberty Financial Strategies provides business succession planning, benefits program coordination, retirement, and estate planning strategies, and investment services. We serve as financial advisor to businesses and individuals in Lancaster, York, Harrisburg, and most of Central PA.

We all need people in our lives who we can trust to have our back. That’s who Wes, Andy, Jeff & Clinton are for our clients and their finances.

But a relationship with us is more than just looking at financial statements and numbers — it’s learning and caring about your personal story, building trust, and being accountable to you.

That’s why our 4-step process is so important to what we do. Right from the start, we need to know where you’ve come from and where you want to go. The 4-step process helps us figure that out, because we care about creating a customized plan that’s tailored to you.

Values That Guide Us


To help you be prepared to handle life’s most difficult financial challenges while proactively capitalizing on life’s opportunities.


Our primary objective is to help you achieve financial flexibility in a complex and constantly changing world by designing strategies to help you achieve what is most important to you.


To give you customized financial advice by integrating your values with your family and business goals so you can move forward with confidence.


With experience, knowledge and integrity, operating under a fiduciary standard of care, we build plans designed for your family and/or business. We recognize and appreciate that each person has unique values and strive to bring custom tailored options matching your personal perspective.

Organizations We Support

  • Estate Planning Group of Central PA
  • Lancaster Estate Planning Council
  • Lancaster Chamber of Commerce
  • South Central Architectural Engineering and Construction Group
  • Boy Scouts of America

Where We Serve In The Central PA Community

  • Aaron’s Acres
  • Delaware County
  • Intermediate Unit for the Deaf
  • House of His Creation
  • Messiah Lifeways
  • Michael’s Message
  • Rotary International
  • Living Word Community Church