Providing education, resources and
wealth management.


Papa♦Englehart Strategic Planning Associates was formed in 2002 as a strategic partnership between Anthony F. Papa, CFP® and Kathleen M. Englehart.  Together, we offer over fortyfive years of combined investment and planning experience.  

Our mission is to serve and educate our valued clients through the financial planning process.  Our philosophy is to provide unbiased, well-designed solutions to secure our clients' financial success.  Honesty, integrity and our commitment to superior client service measure and define every facet of Papa♦Englehart Strategic Planning Associates.  Together, we are confident our clients' financial success can be achieved and savored.

Papa♦Englehart Strategic Planning Associates offers a wide array of financial services.  We specialize in working together with our clients to develop a personalized core financial plan.  Each unique plan provides the blueprint necessary to make professional recommendations and develop a course of action for our clients to follow.  Our areas of specialization include, Comprehensive Financial Planning, Pre and Post Retirement Planning, Elder Care Planning, Asset Management Strategies; and Insurance - including Life, Disability, and Long Term Care.

Our newly designed website contains many useful, easily accessible tools to help guide clients on their financial path.  We keep our website current with timely informative pieces on important financial issues.  Come back often to learn something new!

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Securities offered through Registered Representatives of Cadaret Grant & Co., Inc., Member FINRA/SIPC