Find a Financial Planner in Dauphin County, PA

 

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We did the hard work of finding trustworthy partners in Dauphin County, PA.

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We Only Work With The Best Dauphin County 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Dauphin County, PA


  • Financial Advisor Close to Dauphin County, 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

 

How Can a CFP® in Dauphin County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Dauphin County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Dauphin County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
20.3% of Dauphin County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Dauphin County area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Dauphin County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Dauphin County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Dauphin County area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Pennsylvania has unique laws defining which actions trigger a taxable event and has the 23rd highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Dauphin County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Dauphin County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Dauphin County, 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 Dauphin County, PA

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

  • Population: 275,632
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $173,900
  • Average Monthly Housing Cost: $999
  • Average Household Income: $80,556
  • 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 Dauphin County, PA


GRANDVIEW ASSET MANAGEMENT LLC

Website

(717) 541-1000

4200 Crums Mill Road
Floor 2
Harrisburg, PA 17112

SEC#: 801-108096
Years in Business: 5 years

PFM ASSET MANAGEMENT LLC

Website

(717) 231-6200

213 Market Street

Harrisburg, PA 17101

SEC#: 801-60449
Years in Business: 19 years

SEVENBRIDGE FINANCIAL GROUP, LLC

Website

(717) 775-8662

3401 North Front Street
Suite 301
Harrisburg, PA 17110

SEC#: 801-106522
Years in Business: 5 years

RIVER WEALTH ADVISORS LLC

Website

(717) 888-9830

3401 North Front Street
Suite 303
Harrisburg, PA 17110

SEC#: 801-80629
Years in Business: 6 years

CONRAD SIEGEL INVESTMENT ADVISORS

Website

(717) 652-5633

501 Corporate Circle

Harrisburg, PA 17110

SEC#: 801-62505
Years in Business: 17 years

ECON WEALTH MANAGEMENT

Website

(717) 545-5870

4755 Linglestown Road
Suite 204
Harrisburg, PA 17112

SEC#: 801-104471
Years in Business: 6 years

FMA ADVISORY INC

Website

(717) 232-8850

1631 North Front Street

Harrisburg, PA 17102

SEC#: 801-37341
Years in Business: 30 years

FISCHER FINANCIAL SERVICES INC

Website

(717) 233-8901

4431 North Front Street
Suite 105
Harrisburg, PA 17110

SEC#: 801-31434
Years in Business: 33 years

ENHANCING CAPITAL LLC

Website

(717) 561-4491

7300 Derry Street

Harrisburg, PA 17111

SEC#: 801-111927
Years in Business: 3 years