Together, your wealth can take you places

Taurus Wealth Management is a Harrisburg-based team of financial advisors helping you build a plan for the life you actually want to live, not just the one you've been putting off.

Start working toward Building Your Wealth

See Our Process

Start with a conversation

Tell us a little about you. A Harrisburg advisor will reach out to find a time.

FIDUCIARY ADVICE BACKED BY 100+ YEARS OF COMBINED EXPERIENCE.

A Harrisburg wealth management
firm built around you

At Taurus Wealth Management, we believe your money should support a life well lived. We're a local team of wealth management advisors headquartered on Linglestown Road in Harrisburg, and we work with individuals and families across Central Pennsylvania who want a thoughtful, personalized approach to their financial future.

We're not a call center or a national branch office. When you work with Taurus, you know the people across the table, and they know your goals, your family, and what you're working toward.

Most people don't need a lecture about
their money. They need a plan.

If any of these feel familiar, you're in good company.

1

YOU KEEP MEANING TO PLAN, BUT LIFE KEEPS GETTING IN THE WAY.

Careers, kids, and calendars fill up fast. "Someday" planning tends to stay someday.

2

YOU HAVE OLD 401(K)s SCATTERED ACROSS PAST EMPLOYERS.

Consolidating and organizing them is one of the most common first conversations we have.

3

YOU'RE A HIGH EARNER WHO ISN'T SURE YOU'RE ON TRACK.

A strong income doesn't automatically mean a clear strategy.

4

RETIREMENT IS FIVE YEARS AWAY, AND YOU'RE STILL GUESSING.

The closer it gets, the more those decisions matter.

5

YOU'VE FELT LIKE JUST A NUMBER AT A BIG FIRM.

You want an advisor who returns your calls and remembers your story.

Wherever you're starting from, no question is too basic.
That's what we're here for.

Connect with a Planner

Full-time wealth management for every stage of life

Our financial advisors in Harrisburg, PA work with you across the full picture of your financial life.

Retirement planning
Build a retirement strategy designed around your goals, timeline, income needs, and the life you want to enjoy.
Investment management
Create an investment strategy aligned with your goals, risk tolerance, and changing financial needs over time.
401(k) & account consolidation
Bring your retirement accounts and investments together to create a clearer, more organized view of your financial picture.
Estate planning strategies
Develop strategies to help preserve your wealth, support the people and causes you care about, and keep your financial wishes in focus..
Insurance review
Review your existing coverage to identify potential gaps and make sure your protection continues to align with your needs.
Lifestyle Goals
Plan for more than retirement. Whether it’s buying a home, traveling, supporting family, or pursuing something meaningful, we’ll help you incorporate those goals into your financial plan.

Explore what a Plan could Look Like

Local relationships. National strength.

Taurus Wealth Management offers securities and advisory services through LPL Financial, the nation's largest independent broker-dealer.* You get the attention of a local Harrisburg team, supported by the research, technology, and resources of industry leaders.

#1

Independent broker-
dealer for the past 29+
years*

$2.3 T

In brokerage and advisory assets serviced or custodied¹

8M

Client accounts served
by LPL advisors and
institutions

100%

Cyber Fraud Guarantee fully
protects your assets³

1,100

Financial institutions²that partner with LPL

Zero

Your advisor is never pushed to
sell proprietary products

1. Data as of March 31, 2026.
2. Banks, credit unions and product manufacturers that partner with LPL.
3. LPL will reimburse you for 100% of realized losses in your impacted LPL accounts, which were incurred directly as a result of unauthorized access to an LPL system. Please visit: go.lpl.com/cyber-fraud.html for terms and obligations

*As reported by Financial Planning magazine, 1996–2025, based on total revenue.

Good planning isn't a one-time event. It's a partnership

Here's our process and how we work with every client.

1. Your Current Situation
Together, we will review your current financial situation to gain insights on where you’re at in your financial journey.
2. Your Financial Goals
Next, we will discuss your specific financial goals, taking the time to understand your aspirations, challenges, and priorities.
3. The Attainability of your Goals
Our team will collaborate with you to align your financial goals with your current situation, creating a clear, realistic path to financial independence.
4. The Plan to Pursue Your Goals
After confirming the feasibility of your goals, we will develop a strategic plan designed with a goal to pursue long-term growth and financial independence.
5. How We Keep You on Track
Together, we’ll stay accountable and take the necessary steps with the goal of ensuring you stay on track toward pursuing your financial aspirations.

Start your Wealth Plan Today

Experienced financial advisors in
Harrisburg, PA

With more than 100 years of combined experience,
the Taurus team is dedicated to building lifelong,
multi-generational relationships. Our advisors and
associates bring a range of expertise, including
professionals holding these credentials:

RICP® Retirement Income Certified Professional*
ChFC® Chartered Financial Consultant
JD
LLM
*RICP conferred by The American College.

Independence also means no proprietary product sales requirements, so our recommendations start with your goals, not a product quota.

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Questions we hear often

A wealth management firm helps bring the different areas of your financial life together into one coordinated strategy. At Taurus Wealth Management, we can help with retirement planning, investment management, account consolidation, estate planning strategies, insurance reviews, and other financial goals as your needs evolve.
A consultation is an opportunity to talk about where you are today, what you’re working toward, and the financial questions that are most important to you. We’ll learn more about your needs, answer your initial questions, and discuss how Taurus Wealth Management may be able to help.
Your financial needs are about more than a number. We encourage you to connect with our team to discuss your goals, current financial situation, and whether our services are the right fit for what you need.
Yes. A financial advisor can help you review old 401(k)s and other retirement accounts and discuss the options available to you, which may include leaving assets in a former employer's plan, moving them to a new employer's plan, or rolling them into an IRA. We can help you understand the considerations involved so you can determine what makes sense for your financial situation.
Working with a financial advisor in Harrisburg can provide a more personal, relationship-driven experience while still giving you access to comprehensive wealth management services. At Taurus Wealth Management, we take the time to understand your goals, priorities, and the bigger picture of your financial life.
You don’t have to wait until retirement is around the corner to start working with a wealth management advisor. Major life changes, a new job, growing investments, old retirement accounts, starting a family, approaching retirement, or simply wanting a clearer financial plan can all be good reasons to start the conversation.

Your next chapter deserves a plan

Whether you’re picturing a sunrise on a trail you’ve always wanted to hike or simply want to stop wondering if you’re on track, the first step is the same: a conversation. Our Harrisburg financial advisors are here to listen, answer your questions, and help you build a plan around the life you want to live.