we're evolving!

Penn Mutual South is now part of our national 1847Financial organization

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Look forward to the future with a partner you can count on.

We create strategies that are tailored to your needs and goals.

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Years of experience have prepared us to guide you through your life transitions.

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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Discover an array of services for all your financial needs.

Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
Insurance
Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.
Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Curated articles, videos, and more for a more financially savvy you.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

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A special needs trust helps care for a special needs child when you’re gone.

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Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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