Penn Wealth Planning Penn Wealth Planning, LLC is an independent wealth management firm. Our independence enables us to focus objectively on your best interests at all times. We take the time to learn about you, your goals, and your objectives before making recommendations. This allows us to deliver a truly personal strategy customized for your needs. On an ongoing basis, we provide meaningful and objective guidance, timely research, and access to non-proprietary investment options and services that are most suited to your personal goals and circumstances.