Lancaster, PA Financial Advisors and Resources



Financial Advisor Firms in Lancaster, 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, PA?

  • Population: 59,433
  • % of Population 62 Years and Over: 12.7%
  • Average Home Value: $118,800
  • Average Monthly Housing Cost: $893
  • Average Household Income: $57,768
  • 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, PA Financial Advisor FAQs

The key to the process of finding a financial advisor is to identify what your needs are and then find an independent professional who meets those needs. Once you know and articulate what you need, it becomes much easier to choose the right advisor for yourself.
Financial advisors are typically paid on a fee-only basis, meaning they charge fees based on their hourly rate or meet with clients for a flat monthly fee for services including reviewing portfolios and advising about retirement plans.
Financial advisors are paid through a retainer fee, an annual fee, or through commissions.
Financial advisors provide assistance and money management expertise to clients in order to help them pursue their long-term financial plans.