Utilizing
Over
80 years of…

combined industry experience.

We offer a full range of carefully tailored financial planning solutions, catering to high net worth individuals and families, successful business owners, and professionals seeking to reach personal goals, while helping to build and protect wealth. Our expertise and financial toolbelt includes 401k Planning, Defined Benefits, Profit Sharing, SIMPLE, SEP, Cash Balance and more.

Comprehensive Financial Planning Services
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We’re Here for You.

Today’s financial world is changing at a record pace on a global level. We believe that between the myriad of products, companies, strategies, and complex tax laws, staying current and making prudent decisions can be challenging for the most seasoned and intelligent professionals. Navigating these waters successfully is difficult, and often requires a significant time commitment. Time is our greatest asset. We believe the ability to surround yourself with a team of knowledgeable professionals is of paramount importance to the long term success of your plan.
OUR SERVICES

CLIENTS DESERVE A LEADER IN COMPREHENSIVE FINANCIAL SERVICES

RICHARD MUNCASTER, AIF®, LUTCF®

PRESIDENT | PRIVATE WEALTH ADVISORY

As Founder of Muncaster Financial Group, Richard aims to deliver personalized care and financial expertise as our clients pursue and achieve their unique financial goals.

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THOMAS SIMMONS, CPA

PRIVATE WEALTH ADVISORY

Thomas serves as Private Wealth Advisor at Muncaster Financial Group and his highest priority is to deliver exceptional advice and value to our clients, diligently seeking to understand their personal circumstances, resources, needs, and goals.

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TRICIA SMITH, AIF®

RETIREMENT PLAN SPECIALIST

Tricia serves as our Retirement Plan Specialist, with the goal of leading clients to create effective retirement plans and protect their wealth. Her expertise in optimizing plan designs and implementing proactive solutions provides clients with sound guidance.

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BRYAN NEWTON

PRIVATE WEALTH ADVISORY ASSOCIATE

As a Private Wealth Associate, Bryan supports the lead advisors with designing comprehensive financial plans for individuals and families, participating in client meetings, performing client services, and regularly reviewing clients’ portfolios.

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DEBBIE BROWN

ADMINISTRATIVE ASSISTANT

Debbie fulfills the role of Office Manager and Client Services Representative, working alongside our financial executives as they deliver first-class customer service.

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JAMES WELLS

FINANCIAL SERVICES INTERN

As the Financial Services Intern, his highest priority is assisting in the day-to-day operations for the firm as well as providing help to both our Private Wealth Advisors and our Retirement Plan Specialists with anything they may need.

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James Wells
GET TO KNOW US BETTER

We pride ourselves in delivering the highest quality level of service and focused attention our clients have come to know and expect. Our goal is to establish a long-term, mutually beneficial relationship, through which we implement our knowledge and expertise to help ensure what you have built is protected along life’s journey.

MUNCASTER CORE VALUES
Insights
Stay up-to-date on news from the Muncaster Team and financial updates!

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2022 Torch Awards for Ethics
Proud Recipient of the Better Business Bureau’s Torch Awards for Ethics

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