- NOTICE -
All Domani Wealth offices will be closed on Tuesday, July 24, 2018 for team members and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year.

If you have an urgent matter and need immediate assistance on this day, please call Dorothy Lineaweaver at 717-824-5106 or Jim Karchner at 814-571-5556.

We appreciate your understanding.

James D. Adelsperger, CFP®, CPA

Senior Wealth Advisor

James D. Adelsperger, CFP®, CPA
Senior Wealth Advisor

Jim works closely with individuals and their families to develop customized financial plans that are aligned with their personal goals and objectives. Additionally, he works with the firm’s Investment Strategy Group to construct portfolios for clients that are coordinated with their financial planning goals. As a CPA, he is uniquely qualified to incorporate his tax knowledge in advising clients and their businesses in various aspects of their financial matters.

The most enjoyable part of the job for Jim is knowing that clients trust him, not only to invest their money wisely and in accord with their financial goals, but also with many other aspects of their personal lives. These can range from simple advice on negotiating the purchase of a car to something as difficult as dealing with the grief from the loss of a spouse. Jim considers it a special privilege to be invited into clients’ lives in this way.

 

Professional Accreditations & Education 
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant
  • BS Accounting, York College of Pennsylvania

 

Professional Memberships 
  • Financial Planning Association
  • Financial Planning Association of Central PA
  • American Institute of Certified Public Accountants, Personal Financial Planning Section
  • Pennsylvania Institute of Certified Public Accountants

 

Community Involvement (Current and Prior)
  • Salvation Army of York, Treasurer
  • White Rose Senior Center, Treasurer
  • Katallasso Family Health Center, Treasurer
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