Find a Financial Advisor in Lancaster County, PA

 

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

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We Only Work With The Best Lancaster 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 Lancaster County, PA


  • Financial Advisor Close to Lancaster 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 Lancaster 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 Lancaster County, PA

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

  • Population: 540,999
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $213,200
  • Average Monthly Housing Cost: $1,085
  • Average Household Income: $84,931
  • 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 Lancaster County, PA

 

GROSS INVESTMENTS

Website

(717) 299-4423

26 W. Orange Street

Lancaster, PA 17603

SEC#: 801-64344
Years in Business: 16 years

AMBASSADOR ADVISORS, LLC

Website

(717) 560-8300

1755 Oregon Pike

Lancaster, PA 17601

SEC#: 801-61471
Years in Business: 19 years

ATWATER MALICK

Website

(717) 400-1505

3004 Hempland Road
Suite 1
Lancaster, PA 17601

SEC#: 801-107806
Years in Business: 5 years

DOMANI WEALTH, LLC

Website

(717) 393-9721

1869 Charter Lane
Suite 302
Lancaster, PA 17601

SEC#: 801-80939
Years in Business: 7 years

MURRAY SECURUS WEALTH MANAGEMENT

Website

(717) 581-6500

454 New Holland Avenue
Suite 300
Lancaster, PA 17602

SEC#: 801-110904
Years in Business: 4 years

RKL WEALTH MANAGEMENT LLC

Website

(717) 399-1700

1800 Fruitville Pike

Lancaster, PA 17601

SEC#: 801-66968
Years in Business: 15 years

RODGERS & ASSOCIATES

Website

(717) 560-3800

2025 Lititz Pike

Lancaster, PA 17601

SEC#: 801-62118
Years in Business: 18 years

PSI CAPITAL MANAGEMENT

Website

(717) 207-7123

147 North Shippen Street

Lancaster, PA 17602

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

ISI FINANCIAL GROUP INC

Website

(717) 393-3353

570 Lausch Lane
Suite 100
Lancaster, PA 17601

SEC#: 801-50678
Years in Business: 26 years

 


Lancaster County, PA Financial Advisor FAQs

You always need someone who knows more about what they're doing than you do because it will ensure that things remain in check and don't get too far out of hand.
A financial advisor's job is to connect with people who are looking for help with their financial issues. When it comes to planning long term, this means providing planning strategies that help maintain the security of hard earned money, give choices in life situations, provide next steps after a life change event occurs, and other financial concerns.
Finding a good advisor is often much simpler when you are looking for one who specializes in an area of concern to you, such as taxes, insurance, investments, etc. This will also ensure that the individual advising you has achieved the relevant credentials and training for your specific needs.
The how depends on who the advisor is. Financial advisors come from all sorts of backgrounds and have a variety of styles as far as how they charge for their services.