Flagship Financial is an independent, privately owned wealth management firm based in Pennsylvania. We offer a broad spectrum of financial planning services to clients around the country, at all stages of their financial journeys. We’ve been in the wealth management industry for decades, and have continued to grow and adapt to our clients’ needs along the way.
We take a hands-on and proactive approach to financial planning, with an emphasis on listening to every client’s individual needs and helping them meet their financial goals. We take an in-depth look at your whole financial picture and provide you with one-on-one access directly to your dedicated advisor. Additionally, we strive to educate our clients on their financial circumstances, so that they can become active participants in planning for their futures.
Through our commitment to integrity, trust, and a personalized experience, we build long-term partnerships with each client so that we can support them at every stage of their financial journeys