Affiliation, Press Releases

Seltzer Financial Strategies Joins Webber Advisors

Downtown Pittsburgh, Pennsylvania

Two leading financial services firms, Webber Advisors and Seltzer Financial Strategies, proudly announce their merger, effective May 1, 2024. This strategic union marks a significant milestone, combining the strengths and expertise of both entities to better serve their clients and expand their presence in the wealth management and retirement plan consulting sectors. This merger not only reinforces their position as market leaders but also reinforces their dedication to delivering unparalleled value to their clients.

The newly merged entity will operate under the Webber umbrella, forming a unified brand that provides a comprehensive suite of financial services. Clients can expect tailored solutions in investment management, financial planning, alternative investments, life and health insurance, annuities, retirement plan advisory, and retirement plan administration.

“This merger represents a strategic decision to strengthen our capabilities and broaden our reach,” said Nicholas Sefchok, Managing Partner of the merged firm. “By combining our resources and expertise, we are better positioned to meet the evolving needs of our clients and deliver innovative solutions in wealth management and retirement planning.”

This partnership provides a one-stop-shop for businesses and individuals looking to secure their financial and insurance needs. In addition to financial services, the combined firm is also a market leader in employee benefits, commercial insurance, and personal insurance (home/auto). Bringing all these divisions under one roof allows customers to benefit from the coordination and synergies this affords.

About Webber Advisors: Webber has a 45-year history specializing in employment benefits, property and casualty, and retirement. Located in Duncansville, PA, with other offices in the Pittsburgh and Lancaster markets, Webber has a track record of excellence and a commitment to client satisfaction. Webber has established itself as a trusted advisor in the industry.

About Seltzer Financial Strategies: Since 2004, Seltzer Financial Strategies has been an important part of the central Pennsylvania community by serving the families and individuals with their wealth management needs. Seltzer is a renowned financial services firm known for its expertise in wealth management and retirement plan consulting. With a focus on personalized solutions and strategic guidance, Seltzer has earned the trust of clients nationwide.

Leavitt Group—national strength, local trust. Leavitt Group is the 14th largest independently held insurance brokerage in the United States. We pride ourselves on our experience and ability to help our clients succeed. Contact an agency near you