Start with the plan
The plan dictates the actions
We work across the full picture — starting with Financial Planning — including retirement planning, tax planning, risk management and insurance, asset management, and estate planning: wills, trusts, and powers of attorney.
Plan First
Every recommendation traces back to a written plan, not a product.
One Coordinated Relationship
Investments, tax, insurance, and estate strategy working from the same plan, not six disconnected ones.
Built to Adjust
Plans get revisited as life changes — not set once and left alone.
The team you'll actually work with
Matthew D. Sheraw
Financial Advisor
Originally from the Pittsburgh area, Matt Sheraw earned his bachelor's degree from Messiah College and is an Eagle Scout.
Matt believes financial planning goes beyond investments—bringing together retirement, insurance, taxes, Social Security, estate planning, and other financial elements into a personalized strategy. He works closely with clients to create comprehensive plans tailored to their goals, helping them navigate financial decisions with confidence.
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Outside of work, Matt enjoys hiking, camping, and sporting clays. He also values time with his wife, Meghan, their daughters, Claire and Amelia, and their Plott Hound, Penny, and serves on the board of Case Management Unit, supporting individuals with intellectual disabilities and early intervention services.
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Licenses
FINRA Series 7, 63, 65; Pennsylvania Life/Health & Variable Annuity License
Camp Hill, PA
Amanda L. Harr
Administrative & Client Service Specialist
Amanda is a Central Pennsylvania native and has built a strong background in the financial services industry. She is passionate about helping others while providing exceptional client support and service.
Outside of work, Amanda enjoys traveling and making lasting memories with her two daughters. She values balancing a rewarding career and creating memorable experiences with her family while embracing new adventures along the way.
What it's like to work with us
The plan is the foundation — this is what the relationship actually feels like day to day.
You'll always know where things stand
Regular check-ins and plain-language updates — no jargon, no guessing what your plan is doing between meetings.
The same person, every time
Whether it's a quick question or a big decision, you're talking to someone who already has the full picture — not whoever picks up.
Built around your life, not just your account
Whether you're navigating a transition, running a business, or heading into retirement, the relationship adjusts with you — not the other way around.
Credentials & Affiliations
How We Work
Learn & Understand You. Design. Execute. Steward
01
Learn & Understand You
We start by getting to know you: your goals, your resources, and what matters most.
02
Design
We build a plan that lays out the steps — the foundation everything else follows.
03
Execute
We put the plan into action across investments, tax, risk, and estate strategy.
04
Steward
We stay in the relationship, adjusting the plan as your life and goals change.
