Seaside Wealth Advisors is a financial planning and wealth management firm based in Mechanicsburg, Pennsylvania, serving business owners, families, and professionals. Its approach brings investments and taxes together in a coordinated plan, with the goal of helping clients manage wealth and make informed financial decisions. The firm’s services span wealth and investment management, tax strategy and preparation, retirement income planning, estate planning and insurance, alternative investments, and business-owner planning.

It also offers retirement tax strategies, including year-round tax preparation coordinated with clients’ portfolios, rather than focusing only on tax season. Seaside works with business owners preparing for a potential exit and families planning for retirement or other next steps. The firm describes its planning as covering six connected areas: taxes, investments, retirement, estate, business, and alternatives.

Seaside is a registered investment adviser, says it follows the fiduciary standard on assets it manages, and identifies Charles Schwab as its custodian. The team includes professionals with ChFC, RICP, CLU, and AEP credentials. Its website invites prospective clients to schedule a consultation