LANCASTER, Pa. (Oct. 20, 2020) – Local tax and accounting firm Witmer Tax and Financial Services announced today its partnership with MRK Financial Solutions to deliver broader financial planning and investment advisory services.
“After receiving requests from clients, I began diligently searching for a like-minded partner to provide financial advisory services to my tax and accounting clients,” said Roxanne Witmer-DeWitt, CERTIFIED FINANCIAL PLANNERTM and owner of Witmer Tax and Financial Services. “Dave Weaver is a longtime friend and peer, and we share a philosophy that financial plans should be tailored to clients’ unique and mindful of potential tax consequences. I’m grateful my clients have access to his expertise.”
Weaver is a financial advisor, partner and leader of the eastern division of MRK Financial Solutions. He has operated a growing advisory firm in Pennsylvania since 1995 with locations in Palmyra and Carlisle and serving clients through strategic partnerships in Pottsville and New Holland. Weaver’s firm, previously known as True North Wealth Management, joined forces with Minnesota-based MRK Financial Solutions recently to continue its expansion across the east coast. For more information, visit mrkfinancial.com.
“It’s a great honor to be named Roxanne’s preferred partner, and we do not take lightly our responsibility to care for Witmer Tax clients,” said Weaver. “There’s nothing like a global pandemic to highlight the value of a team with deep bench strength and a strategic approach to navigating market volatility, so our partnership could not have been formalized at a better time.”
Witmer Tax is located at 271 A Peach Bottom Rd. in Willow Street, Pa. The firm will continue to conduct tax planning and return preparation as well as bookkeeping, payroll, financial statements and other accounting services. For more information, visit witmerfinancial.com.