Guenter Wesch CFP® | Enrolled Agent | Investment Advisor
With over 20 years of experience in financial services, I help individuals, families, businesses, and non-profits achieve financial clarity and long-term success. As a Certified Financial Planner (CFP®) and an Enrolled Agent (EA) I provide comprehensive guidance in wealth management, tax planning, and estate planning.
My journey began in Philadelphia, where I attended Springside Chestnut Hill Academy, and continued at Lehigh University, earning dual degrees:
- BA in Theatrical Set Design
- BS in Management and Finance
This unique combination of creativity and financial expertise shapes my approach: strategic, detail-oriented, and tailored to your goals.
I live and work in Souderton, PA, with my wife Erika, who serves as Assistant to the Bishop for the South-East PA Synod of the Evangelical Lutheran Church in America. Together, we are raising three children Rowan, Carson, and Kristina.
Outside of work, I like to spend time outdoors, designing and painting scenery, or building furniture.
My Mission
To empower clients with personalized financial strategies that bring confidence, clarity, and peace of mind.
