Melissa Kahler, CPFA®

About Melissa

Melissa brings over 25 years of experience in financial services. As a single mother 30 years ago, she made financial mistakes simply because she didn’t know better. That experience, along with raising three children—including one with special needs—has fueled her passion to help others avoid similar challenges. Today, Melissa is dedicated to empowering special needs families, small business owners, and individuals planning for retirement through thoughtful and personalized financial guidance.

Professional Designation

Certified Plan Fiduciary Advisor (CPFA) — providing expert retirement plan advisory and fiduciary services to ensure clients receive advice that is always in their best interest.

Areas of Focus

• Retirement planning & strategies
  • Small business 401(k) planning
  • Helping special needs families with legacy planning, long-term security goals & ABLE accounts
  • Investment & brokerage accounts
  • Life insurance, annuities, long-term care, disability
  
  

Approach

Melissa works with clients from all income levels and life stages. She takes pride in creating custom financial blueprints tailored to each family or individual. For special needs families especially, she knows financial planning isn’t just about numbers—it’s about confidence, security, and protecting loved ones’ futures.

Licensing & Commitment

• Holds Series 6, 63, and 65 licenses through LPL Financial
  • Committed to following a fiduciary standard—always putting your best interests first

Mission

Driven by her own journey, Melissa is dedicated to empowering others to replace financial uncertainty with confidence.

Melissa is looking forward to discussing your unique financial situation and helping you put together a detailed plan. She can be reached at (717) 332-8345 or melissa@priority-wealth.com.