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Beyond Investing. Connecting.
Beyond Investing. Connecting.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Mayer Wealth Advisory Around the Globe
Our clients span from all over the world. Whether you are a York local or thousands of miles away, we are just a phone call away.
Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Mayer Wealth Advisory is extremely passionate about supporting and giving back to our local community.
The following is a list of a few more organizations that our team & some of our clients support:
York County Community Foundation
Holly is the Chairwoman of the board, and we also sponsor YCCF at least once per year.
York Catholic District School
Holly is a board member and sponsors York Catholic School District each year.
Events
Upcoming & Past Events
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Holly Mayer's Newsroom
Working with Mayer Wealth Advisory
Discover the path that led Holly to Wealth Management and explore her strategies in financial planning and building client relationships.
Q4 & Full Year 2023 Insight
Stocks Rebound and Post the Best Return Since 2021
2023 & Q1 2024 Insight
Surging Inflation and Interest Rates Pressured Both Stocks and Bonds in 2022
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 26, 2024
Healthy Economic Readings Should Support a Positive Earnings Season
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Office hours:
Monday 8:30-4:30pm
Tuesday 8:30-4:30pm
Wednesday 8:30-4:30pm
Thursday 8:30-4:30pm
Friday 8:30-4pm
Tuesday 8:30-4:30pm
Wednesday 8:30-4:30pm
Thursday 8:30-4:30pm
Friday 8:30-4pm
Phone:
Text:
Toll-free:
Fax:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.