Welcome to Ferrara Kampstra
Based in Central Pennsylvania, Ferrara Kampstra is an independent financial services firm that provides wealth management services to successful business owners.
Working with a Wealth Advisor
While many firms hold themselves out as wealth advisors, few move beyond investment consulting. At Ferrara Kampstra, we provide a more holistic and strategic view of wealth management. Our process involves three key components – investment consulting, advanced planning and relationship management.
Uniquely Suited for Business Owners
Our company got its start administering employer-sponsored retirement plans; this background makes us uniquely qualified to work with small business owners. We've also developed extensive skills in handling common financial challenges common to business owners, such as reducing income taxes, structuring efficient business succession plans, and ensuring estate plans accomplish your goals.
Our Consultative Process
Our process begins with an in-person meeting to discuss and discover your goals and objectives. Next, we take a holistic view and analyze your total investment and wealth situation. With this information, we develop a custom, comprehensive solution to meet those goals given your investment constraints.
About Ferrara Kampstra
Originally the Leonard J. Ferrara Company, Ferrara Kampstra was founded in 1972. We provide wealth management services to successful business owners. As a business owner, you have many choices when it comes to managing your investments. We’d like you to consider Ferrara Kampstra.