Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

👑 Web, Marketing, & Design Expert for Advisory and Consulting Firms 👑 Websites driven by marketing expertise 👉 hyperponystudio.com

👋 Hi I'm Manda!

Follow me and ring my 🔔 if you're in the financial services industry and want to learn more about:

👉 Marketing persuasion techniques 
👉 Attracting your ideal clients
👉 Turning those prospects into clients
👉 Professionally presenting your brand 
👉 Creating an EFFECTIVE website
👉 Turning your website into a marketing machine

🔻 🔻 🔻 Want to work together? 🔻 🔻 🔻

I offer complete brand, website, & marketing overhauls for advisory firms and RIAs.

I'll be taking only one new client in 2026, starting in October. Please DM me if you're interested in taking that spot.

👑
Hyper Pony Studio 
Digital marketing for the financial services industry

Manda Szewczyk

🎉 First Tiny Tweak of the new year for advisors: 
Remember to update the copyright date in the footer of your website to 2026. 

It seems trivial, but any incorrect information on your website will reduce trust. And especially for advisors, it's ALLLL about the trust!

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How many errors (misspellings, incorrect dates, etc.) would you forgive before you'd decide NOT to make a $300 purchase on a website?

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(BTW, this can be automated – all of my client's sites will update automatically each year – if you didn't build your site yourself, ask your web designer to set this up for you)

👑 Websites & Marketing Overhauls for Financial Advisors & RIAs 👉 Sharing digital marketing tips

taplio

The Battle

Jake Heisler, CFP®

Manda Szewczyk

Followers

Posts

Engagements

Likes

Performance ScoreManda Szewczyk's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Jake Heisler, CFP®

Manda Szewczyk

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Manda Szewczyk's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreManda Szewczyk's LinkedIn Performance