Anthony Coleman

Position: Wealth Coach
Phone: 717.381.2471

Anthony is a distinguished financial professional who joined the ranks of Murray Insurance Associates/AssuredPartners Investment Advisors in 2021, where he has played a pivotal role in the advancement and enrichment of the firm’s Retirement Services Practice. With a comprehensive portfolio encompassing the intricate realm of Corporate Retirement Plans, Deferred Compensation, and Executive Bonus Arrangements, Anthony has consistently demonstrated a profound commitment to the financial well-being of both organizations and individuals.

In his capacity as a consultant, Anthony has emerged as a trusted advisor to clients, offering invaluable guidance on regulatory compliance, particularly within the complex landscape of the Employee Retirement Income Security Act (ERISA). His meticulous attention to detail and profound understanding of fiduciary responsibilities has empowered clients to navigate these regulatory duties with confidence and precision.

Anthony’s dedication extends beyond the boardroom, as he and his team actively engage with employees to promote their successful retirement through comprehensive Financial Wellness programs tailored to meet them at their unique stages of financial readiness.

With a distinguished array of professional qualifications, including FINRA Series 6, 7, 63, and 65 designations that enable him to practice in all 50 states, Anthony is a recognized expert in his field. Additionally, he holds Life & Health licenses, further enhancing his ability to provide holistic financial guidance.

Beyond his professional pursuits, Anthony serves as the current President of The Common Wheel, a non-profit organization dedicated to transforming communities and individuals through the empowerment of bicycles. Anthony resides in Lancaster, PA, with his significant other, Madonna, where they actively contribute to the betterment of their community and beyond.