Company Overview

Originally the Leonard J. Ferrara Company, Ferrara Kampstra was founded in Gettysburg, Pennsylvania in 1972. We provide customized wealth management services to successful business owners.

Working with Ferrara Kampstra

As a business owner, you have many choices when it comes to managing your investments and seeking financial advice. We’d like you to consider Ferrara Kampstra.

Why Choose Ferrara Kampstra?

We’re your trusted advisor. To be successful, we need to get to know you and understand what’s important to you and your family. With this in mind, we can better develop a financial plan tailored to meet your needs and your short and long-term goals. We emphasize the importance of working with our clients’ other trusted professionals, such as an accountant or attorney, to ensure that everyone is on the same page and working toward the same goal.

We’re independent. We have access to institutional money managers and products that are available only through independent advisors. We can make recommendations that are truly in your best interest, not based on a proprietary product of fund, and work with you to find the right combination of strategies to meet your objectives and investment style. That said, we are advisors and can add the most value by spending our time with our clients; we believe money management is best done by professionals who can dedicate their full time and attention to it.

We have valuable expertise. Our company got its start administering qualified retirement plans; this unique background means we have specialized expertise in qualified retirement plans. Working closely with business owners, we further developed skills in handling financial challenges commonly faced by business owners, such as reducing income taxes, structuring efficient business succession plans, and ensuring estate plans accomplish your goals.

We advocate fee transparency. We can be paid on a fee or a commission basis. We prefer to work with our clients on a fee basis that cultivates long-term relationships. In this arrangement, we are paid a percentage of invested assets to provide comprehensive wealth management. This fee is all-inclusive and is reduced as the size of the investable assets grow – our incentives are aligned with yours to preserve and grow your accounts. We do not receive commissions in a fee-based arrangement, and our fees are shown clearly on your account statements for full transparency.

We build a long-term relationship with our clients. You are very important to us and we make sure each and every client receives the one-on-one service and attention they require. One of the many reasons individuals and organizations choose to work with us and stay with us over the years is the high-level, hands-on service we provide. If at any time you have a question or a concern, we’re just a phone call away.

We’re established and active in our community. The Central Pennsylvania region is our home too and we regularly participate in programs and projects to improve the overall quality of life. Established in 1972, Ferrara Kampstra has been serving the interests of individual and organizational investors in Central PA for over 40 years.