Find a Financial Advisor 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 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 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

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: 20 years

SEVENBRIDGE FINANCIAL GROUP, LLC

Website

(717) 775-8662

3401 North Front Street
Suite 301
Harrisburg, PA 17110

SEC#: 801-106522
Years in Business: 6 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: 31 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

 


Dauphin County, PA Financial Advisor FAQs

An average financial advisor in the US costs between 1-2% of your annual portfolio, but a qualified fiduciary advisor may cost more. There is really no definite costing for the services of a financial advisor because of so many factors that will affect their pricing.
It would be in your best interest to consult an expert in the field. A financial advisor will ensure you are making good investments and saving safely for the future.
Financial advisors offer advice and guidance to help individuals plan how to save and invest for retirement, fund education expenses, balance investment risk, and more depending on their qualifications.
You should ask them what goals you have for your business and how they can help you reach those goals. Ask them to share with you about their experience working with people like you and what strategies they do to meet your goals. This will judge the quality of advice, as well as how comfortable it feels to work with this financial advisor.