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At Motz Wealth Management, we realize that each client's situation is unique, and, as a result, each has different financial needs and goals. As comprehensive financial advisors, we're able to serve clients with a wide array of concerns. We also have specialized expertise in retirement planning, tax planning, divorce planning, and women's issues. We feel that we can best serve the following: 

We are happy to meet with prospective clients to discuss our approach to wealth management and determine if our services might be a good fit for your needs. Please call or This e-mail address is being protected from spambots. You need JavaScript enabled to view it to schedule a complimentary "get to know you" meeting.

Click here for more information about our fees and minimum portfolio size.


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140 Clemens Rd., Suite 102, Harleysville, PA 19438

Phone:  215.513.6240      Fax:  215.513.1614

Email: admin@motzwealthmanagement.com

Website: www.motzwealthmanagement.com

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.

Member FINRA & SIPC to residents of FL, MA, NC, NJ, NM, OK, PA, & TN.  Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Motz Wealth Management are not affiliated.