Find a Financial Advisor in Camp Hill, PA

 

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We did the hard work of finding trustworthy partners in Camp Hill, PA.

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We Only Work With The Best Camp Hill Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Camp Hill, PA


  • Financial Advisor Close to Camp Hill, PA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Camp Hill, PA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Camp Hill, PA

We evaluated over 13,000 RIA firms to bring you the best of the best Camp Hill financial advisors.
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How Retirement-Friendly is Camp Hill, PA?

  • Population: 7,911
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $218,700
  • Average Monthly Housing Cost: $1,210
  • Average Household Income: $101,291
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)



The Top Financial Advisor Firms in Camp Hill, PA

 

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

Website

(717) 602-1100

3500 Market Street, Suite 102

Camp Hill, PA 17011

SEC#: 801-113160
Years in Business: 3 years

INVARIANT INVESTMENT MANAGEMENT

Website

(717) 317-9006

200 Grandview Avenue, Suite 103

Camp Hill, PA 17011

SEC#: 801-111716
Years in Business: 4 years

VICUS CAPITAL, INC.

Website

(717) 761-4633

210 Grandview Avenue
Suite 101
Camp Hill, PA 17011

SEC#: 801-60628
Years in Business: 20 years

JFS WEALTH ADVISORS, LLC

Website

(717) 975-0509

415 Fallowfield Road
Suite 300
Camp Hill, PA 17011

SEC#: 801-68333
Years in Business: 14 years

PLANNING STRATEGIES, INC.

Website

(717) 207-7123

2120 Market Street
Suite 102
Camp Hill, PA 17011

SEC#: 801-112684
Years in Business: 3 years

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Website

(717) 975-8800

2009 Market St

Camp Hill, PA 17011

SEC#: 801-63930
Years in Business: 16 years

KESTRA ADVISORY SERVICES, LLC

Website

(717) 657-8878

1200 Camp Hill Bypass
Suite 203
Camp Hill, PA 17011

SEC#: 801-56126
Years in Business: 23 years

PROEQUITIES INC

Website

(717) 774-7080

3806 Market Street
Suite 1
Camp Hill, PA 17011

SEC#: 801-56010
Years in Business: 23 years

ASSET STRATEGY CONSULTANTS LLC

Website

(717) 602-1100

3500 Market Street
Suite 102
Camp Hill, PA 17011

SEC#: 801-55215
Years in Business: 23 years

 


Camp Hill, PA Financial Advisor FAQs

Financial advisors get paid in a number of ways, but most financial advisors use a fee-based structure. They may provide investment portfolio management services and charge an annual fee that is based on the size of your account balance. In order to remain competitive, they might offer discounts for additional portfolios or other special considerations.
Find someone who listens carefully and patiently before providing feedback. Ask them for some specific scenarios where they've handled similar investments in the past. It's crucial to find an advisor that wants to work closely with their clients and understand what motivates them.
The best way to select a financial advisor is through your network. Search LinkedIn for other people in the same industry, who are interested in similar types of investments. Cross-reference this list with current members of your investments group or boards you sit on. These professionals have already undergone some due diligence on their own for various reasons, so they are more credible sources than any website or publisher.
Everyone needs a financial advisor if they can afford one. Just like with any professional where the skill level and expertise is higher than what you may be able, so too is it with financial advisors. This is somebody you should hire when you have more money than time and want to be sure that your finances will be in the best possible shape for years to come.