Kenneth’s Approach
Kenneth L. Eshleman
CFP®, MBA
Financial Advisor / Member Owner
Overview
Kenneth “Ken” Eshleman is a financial advisor in Savant’s Lancaster, Pennsylvania, office, where he focuses on comprehensive financial planning for individuals and families. As a CERTIFIED FINANCIAL PLANNER® professional, he helps clients navigate wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Ken has worked in the financial services industry for more than 30 years. He served as a partner and senior wealth advisor with Domani Wealth from 2019 until it joined Savant in 2023. His leadership extends through active roles with the Financial Planning Association and the Financial Planning Association of Central PA.
Beyond his financial planning work, Ken plays an important role in his community. He serves as chairman of the Warwick Township Board of Supervisors, treasurer of the Lititz Regional Community Development Corporation, and vice chairman of the Northern Lancaster County Regional Police Commission.
He earned a bachelor’s degree in finance from Penn State University and a Master of Business Administration (MBA) from Lebanon Valley College in Annville, Pennsylvania. When he isn’t working with clients or supporting local organizations, he enjoys time at the beach, exercising on a nearby rail trail, attending community events, and spending time with his two daughters.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Penn State University
Bachelor of Science in Finance - Lebanon Valley College
Master of Business Administration (MBA)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Financial Planning Association – member
- Financial Planning Association of Central PA – member
- Warwick Township Board of Supervisors – chairman
- Lititz Regional Community Development Corporation – treasurer
- Northern Lancaster County Regional Police Commission – vice chairman
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
All Insights by Kenneth L. Eshleman
1 insight
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.