Find a Financial Advisor in Lawrence County, PA

 

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

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We Only Work With The Best Lawrence 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 Lawrence County, PA


  • Financial Advisor Close to Lawrence 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 Lawrence 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 Lawrence County, PA

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

  • Population: 86,727
  • % of Population 62 Years and Over: 26.1%
  • Average Home Value: $121,700
  • Average Monthly Housing Cost: $730
  • Average Household Income: $67,724
  • 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 Lawrence County, PA

 

WCG WEALTH ADVISORS, LLC

Website

(800) 345-6040

134 W. Washington Street

New Castle, PA 16101

SEC#: 801-80386
Years in Business: 7 years

 


Lawrence County, PA Financial Advisor FAQs

A financial advisor is a trusted professional who provides insight, experience, and guidance on how to make wise financial decisions.
A financial advisor will play a critical role in your financial future. They help you plan around your goals and around the things that are important to you, such as how much you save for education or retirement.
You have to do your research and check out the advisor's credentials, be sure their investment is properly monitored, and most importantly trust them.
Financial advisors are paid in a variety of ways. The most common way is commission, which means that they get compensated for the transactions that take place. Some advisors may also be commissioned for each hour worked or per project, meaning they're paid by the hour to help with financial planning and decision making for clients.