Find a Financial Planner 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 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 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

 

How Can a CFP® in Lancaster County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Lancaster County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Lancaster County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
21.2% of Lancaster 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 Lancaster County area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Lancaster County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Lancaster County area.
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 Lancaster 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 involves working with an attorney or financial advisor in the Lancaster County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Lancaster County area when dealing with high-interest credit card debt and private student loans.

 

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: 15 years

AMBASSADOR ADVISORS, LLC

Website

(717) 560-8300

1755 Oregon Pike

Lancaster, PA 17601

SEC#: 801-61471
Years in Business: 18 years

ATWATER MALICK

Website

(717) 400-1505

3004 Hempland Road
Suite 1
Lancaster, PA 17601

SEC#: 801-107806
Years in Business: 4 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: 3 years

RKL WEALTH MANAGEMENT LLC

Website

(717) 399-1700

1800 Fruitville Pike

Lancaster, PA 17601

SEC#: 801-66968
Years in Business: 14 years

RODGERS & ASSOCIATES

Website

(717) 560-3800

2025 Lititz Pike

Lancaster, PA 17601

SEC#: 801-62118
Years in Business: 17 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

GARDNER RUSSO & GARDNER LLC

Website

(717) 299-1385

223 East Chestnut Street

Lancaster, PA 17602

SEC#: 801-41357
Years in Business: 29 years