Lancaster County, PA Financial Advisors and Resources



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: 6 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: 25 years


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.)


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.