Our History

Family Wealth Planning, was founded in 1991 by Karl W. Rosenberger. Karl established his practice 20 years ago to focus primarily in helping families, business owners and executives. In 2003, shortly after completing his business degree in Finance, Eric K. Rosenberger joined FWP.

Family Wealth Planning, focuses on bringing families the highest attention to detail and premier service. Our success stems from the early recognition of the need to provide a comprehensive, coordinated range of financial advisory services delivered in strategically focused manner.