AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LH

Liza Heisey

MASTER'S WEALTH MANAGEMENT
Lancaster, PA 17602
Some features on this profile are disabled
CRD#: 7947028
LH

Professional summary

Liza Heisey, who also goes by Liza Kearney, is a registered financial advisor currently at MASTER'S WEALTH MANAGEMENT INC. located in Lancaster, Pennsylvania.

Liza is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Liza has worked at 2 firms and has passed the Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Liza Kearney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Liza Heisey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 6, 2025 - Present

MASTER'S WEALTH MANAGEMENT INC.

Office #1: 480 New Holland Avenue Suite 7201, Lancaster, PA 17602
RIA
CRD#: 328693
Lancaster, PA
Past

August 27, 2024 - August 1, 2025

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MASTER'S WEALTH MANAGEMENT INC.
MASTER'S ADVISORS INC. | MASTER'S WEALTH MANAGEMENT INC.

CRD#: 328693 / SEC#: 801-129711

RIA
Registered Investment Advisory firm - (7/19/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(12/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/5/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/27/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/2/2024
Securities Industry Essentials Examination

Current Firm

MW
MASTER'S WEALTH MANAGEMENT INC.
MASTER'S ADVISORS INC. | MASTER'S WEALTH MANAGEMENT INC.

CRD#: 328693 / SEC#: 801-129711

RIA
Registered Investment Advisory firm - (7/19/2024 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
480 New Holland Avenue Suite 7201, Lancaster, PA 17602
Mailing Address
Phone number
(717) 581-1323
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MASTER'S DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (11/21/2025)

Regulatory assets under management

Total Number of Accounts1,263
AUM (Assets Under Management)$ 415,439,107

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MASTER'S WEALTH MANAGEMENT INC.

CRD#: 328693Lancaster, PA 17602

TRUST BUT VERIFY

Monitor Liza Heisey

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Sarah Allison Darling
Sarah DarlingAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
EPHRATA, PA
SB
Shayne BeecherAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Lancaster, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.