Scot Whiskeyman, CFP®, CCFC
Fiduciary, husband-and-wife team serving pre-retirees and widows.
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Serving Clients Nationwide
Fiduciary, husband-and-wife team serving pre-retirees and widows.
Areas of Focus
- Education Funding
- Estate Planning
- Investment Management
- Loss of Spouse or Partner
- Retirement Income Planning
- Retirement Planning
- Tax-Efficient Planning
About Scot Whiskeyman, CFP®, CCFC
Hi, I'm Scot Whiskeyman. I joined the financial industry in 2011 with a Fortune 500 Insurance company. I’m a CERTIFIED FINANCIAL PLANNER™, and it brings me huge amounts of joy to see people I’ve worked with for years living out the benefits of their hard work and planning.I’m a lifelong resident of central Pennsylvania. I grew up in a small town called Lititz, and graduated from Penn State University in 2010. After graduating, I moved to Harrisburg, where I lived in midtown for 5 years until I met my wife and business partner, Lindsey. Since 2017, we’ve been working together in life, and in business. Some of our first dates involved looking at financial spreadsheets. (I know, it’s a love story made for the Hallmark Channel.)
When I’m not doing financial things, you’ll probably find me distance running on backroad or the Appalachian Trail. I’ve run 4 marathons, a 50k (31 miles), and countless half marathons, 10ks, and 5ks. I’m a big fan of the city of Philadelphia and Philly sports, especially the Eagles. I’m also a twin (fraternal brothers, no twin mind reading powers), tall (6’7”, insert hand gestures here), and my last name really is Whiskeyman.
Professional Designations
- Certified College Financial Consultant (CCFC)
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
Carlisle, PA
Video
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Providers & Families Wealth Management
Providers & Families Wealth Management was founded by Scot Whiskeyman, CFP® and Lindsey Ciarrocca, CMC® in 2017, becoming fully independent in 2022. We’re a fiduciary, husband-and-wife team, based in Central Pennsylvania, serving pre-retirees and widows all over the United States. We pride ourselves on our independence, objectivity, and high standard of care for those that entrust us with their financial needs.Who We Serve
Whether you’re a widow facing financial decisions you never expected to be making on your own, or you’re approaching retirement and wanting to avoid key financial mistakes, you’re in the right place.
Our Services
We provide financial planning and discretionary investment management, along with retirement income planning, estate planning coordination, and college/education funding guidance, drawing on Scot's Certified College Financial Consultant (CCFC) credential.
Our Mission & Values
We exist to help you feel safe and confident about your financial decisions.
We believe in a relational approach to financial planning, and that the numbers should support your goals and needs - not the other way around. In other words, you come first – not just your money.
Proudly serving clients nationwide from Carlisle, Pennsylvania. Investment advisory services are offered through Providers & Families Wealth Management, LLC.
Education
Penn State University, Bachelor’s Degree, Marketing
Hobbies and Interests
- Family
- Running
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Pre-Retirees
- Widow
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