Penn Rise Advisors is a financial services firm serving individuals, families, and business owners. Based in Parkesburg, Pennsylvania, the firm provides investment and insurance management services and helps clients work toward financial goals through guidance from experienced advisors. Its offerings for individuals include retirement planning, financial planning, wealth management, health insurance, life insurance, and Medicare. For businesses, Penn Rise Advisors provides employee benefits and retirement plan services.

The firm describes its approach as a comprehensive planning process designed to identify clients’ needs, help protect them in the present, and plan for the future in a tax-efficient manner. Its team emphasizes being professional and approachable, with a commitment to supporting clients’ goals and doing what is right for them. Penn Rise Advisors also offers educational resources through its learning center, including blog articles and videos on topics such as retirement, insurance, savings, tax planning, and financial scams. The firm works with securities and advisory providers Kovack Securities and Kovack Advisors; its disclosures note that registration does not imply a particular level of skill or training.