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 serving not only Cambria County but the region and clients across the country. It is managed by brothers, Samuel G. Carpenter and Joseph A. Carpenter, who use their experience and expertise as financial advisors to guide clients with wealth management, retirement planning, and long term investment strategies. And as always, our team provides works closely with our clients to make sure their investments and income plans have the best 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 us at (814) 534-4445 or Contact us via email for your complimentary consultation. 

Build or remodel your finances today. It's time to call a Carpenter!

*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.