Please click HERE to read an important letter from Earl Schultz


Welcome to Strategic Wealth Advisory! We are a family-owned and independent financial advisory and planning firm serving the Birdsboro, Allentown and Greater Reading PA Area and specializing in the area of retirement planning. We understand that investing is only a “portion” of a comprehensive financial plan, which is why we are so much more involved and intimate with the planning process than your typical product salesman or wealth manager. We firmly believe that financial education needs to come first and foremost, and we spend the time necessary to make sure each client understands the concepts and strategies inherent within a successful plan. We work with our clients to develop comprehensive financial plans. Then, and only then, will we suggest the investment products that we believe are best to implement that plan. Financial education and comprehensive planning are at the core of every step we take in the planning process. It brings us great satisfaction to serve our clients with those principles at the forefront of everything that we do.

Please take some time to browse through our website. We hope that you will join our family of “more-than-satisfied” clients and we look forward to partnering with you to build a lifelong rewarding relationship.

Why Use Our Firm

We believe that today, more than ever, people are looking for “educated” advisors; not just financial investment salespersons for help with their retirement planning. 

Getting Started

We believe that a comprehensive plan is critical to reaching your goals, and that true financial planning must involve much more than just investment advice and the selling of an investment product portfolio. 

Earl Schultz and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Strategic Wealth Advisory is not affiliated with USA Financial Securities.

Earl Schultz and Shannon LaRosse are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Earl-AR; AZ; DE; FL; NC; NY; PA; SC; WV. Shannon- PA. For investment advisory services these states include: Earl-AR; AZ; DE; FL; NC; NY; PA; RI. Shannon-PA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Being a member of Ed Slott’s Elite IRA Advisor Group does not imply a certain level of skill. Plan First, Invest Second and Asset Cycle Portfolio System are registered trademarks of USA Financial Media.

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