Important Disclaimers

Corbenic Partners, LLC (“Corbenic”) is an SEC registered investment adviser located in Bethlehem, Pennsylvania. Corbenic may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Corbenic’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Corbenic’s web site on the Internet should not be construed by any consumer and/or prospective client as Corbenic’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Corbenic with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Corbenic, please contact the SEC or the state securities regulators for those states in which Corbenic maintains a notice filing. A copy of Corbenic’s current written disclosure statement discussing Corbenic’s business operations, services, and fees is available from Corbenic upon written request. Corbenic does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Corbenic web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Corbenic), will be profitable or equal any historical performance level(s).

Certain portions of Corbenic’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Corbenic (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Corbenic, or from any other investment professional. Corbenic is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Corbenic is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Corbenic by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Corbenic’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Corbenic, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Corbenic’s web site, to release and hold harmless Corbenic, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Corbenic.

Our Resources

As a member of the Dynasty Financial Partners Network, Corbenic leverages the depth and breadth of one of the industry’s pre-eminent advisor platforms.

Dynasty Financial Partners develops, sources and integrates management and technology capabilities for leading independent investment advisor firms. Dynasty’s integrated platform provides Corbenic with customizable, open-architecture wealth management solutions.

Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow Corbenic to act as true fiduciaries to our clients.

Dynasty is staffed with senior executives from the wealth management industry, and its board members include Harvey Golub, former chairman of American Express, and Bill Donaldson, former chairman of the SEC.

Dynasty Financial Partners has corporate offices in New York City; Chicago; Coral Gables, FL; and San Francisco.

Additional Resources

Custody Services




Custody Services

As a registered investment adviser, Corbenic Partners does not hold client assets. We have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co, Inc. and here is why: Schwab’s size and experience, financial strength and its range of outstanding services make it a compelling choice to safeguard your funds. With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours.

Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more. You will receive customized operational alerts, instant online access to detailed account information and online cash management.


Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, and integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $750 billion of assets on the Addepar platform.


Callan Associates provides timely and relevant institutional investment research through Dynasty Financial Partners that allows registered independent advisers to stay on top of important trends in the industry. Headquartered in San Francisco, the firm also provides education, decision support, and advice to a broad array of institutional investors responsible for approximately $2 trillion in total assets. Callan employs more than 150 people and maintains regional offices in Denver, Chicago, Atlanta, and Summit, New Jersey.


eMoney was designed for dual masters: Both the advisors looking for an edge, as well as the clients they serve. From its inception, eMoney was relentless in its pursuit to develop the leading wealth management experience offering a solution that not only strengthens the advisor/client relationship but also enables financial advisors to lead the lifestyle–and leave the legacy–they envision.