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About Carpenter Financial Services

A family-owned business providing wealth management and tax solutions since 1953. 

Carpenter Financial Services was founded in 1953 by Samuel C. Carpenter in downtown Johnstown, Pennsylvania when he established the business as a Tax and Accounting firm. Since that time, we realized there was a lack of information for clients looking for an integrated wealth management experience. This gap caused clients to seek advice from multiple professionals and was a confusing process. 

To better serve our clients, Carpenter Financial Services has evolved into a comprehensive financial services firm primarily serving Cambria and Somerset County but works with clients all across the United States.  The firm is managed by family members: Samuel G. Carpenter, Joseph A. Carpenter, Dean A. Carpenter and Lindsay Carpenter Bennear.  As Financial Advisors, they use their experience and expertise to guide clients with wealth management, retirement planning, and long-term investment strategies.  As always, our team of professionals works closely with clients to assure their investments and retirement income plans have the most favorable tax savings strategies.   

Whether you need help with a 401(k) or 403(b) rollover, or want to contribute to your traditional IRA or Roth IRA, Carpenter Financial Services can help you prepare for the retirement you deserve.  Since we specialize in comprehensive financial planning, we also offer life insurance, health insurance, and long-term care strategies to help make your financial plan self-completing. 

Call (814) 534-4445 or EMAIL our team for your complimentary consultation. 

*These services are offered by Samuel G. Carpenter, Joseph A. Carpenter, Dean A. Carpenter, and Lindsay Carpenter Bennear through their affiliation with Avantax.  *Both qualified retirement plans and IRAs typically involve fees, expenses, and services that should be compared when considering a qualified plan rollover.