Broker Check


Our desire is to find a BETTER way for our clients to improve and organize their financial lives into an easy-to-understand format. We do this through the Cadence FORMula.

We offer services to address the following areas:


GROW

Prepare for retirement by putting your hard earned assets to work.



HOW?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/Qualified Plan Rollovers


PROTECT

Protect the assets that can help you live out your life in retirement the way you always imagined.


HOW?

Asset Protection Strategies
Life Insurance
Tax-efficient Strategies
Long Term Care Strategies


GIVE

Provide for the people and causes that you care about the most.


HOW?

IRA Legacy Planning
Charitable Planning
Donor Advised Funds

PARTERNING WITH PEOPLE 

PARTERNING WITH PEOPLE 

to help provide insight, clarity, and direction to choose the right tracks for financial independence

We work closely with Elder Attorneys* and Tax Professionals* who provide the following services:

Trusts Special Needs Trusts Wills Probate Charitable Giving Estate Planning Tax Planning

*These Professionals are not affiliated with Penn Financial Services LLC.

Book a Meeting

MEET OUR TEAM

Michael (Mickey) Knaub

Founder and President

Michael J. Knaub (“Mickey”) began his career in the industry in 1985 with Penn Mutual Life Insurance as a life agent. He was also a residential services coordinator and oversaw the benefit plan for a facility with special...

Read more

Bernard M. Avon, Jr.

Financial Advisor

For more than 15 years, Bernard worked in the engineering industry. His focus included problem solving, reviewing systems requirements/logic, and creating instructions to test equipment and products. He planned project schedules and...

Read more

Ask Us A Question!

Thank you!
Oops!