Find a Financial Advisor in Lebanon County, PA

 

Get Top Tier Financial Planning

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

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We Only Work With The Best Lebanon 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 Lebanon County, PA


  • Financial Advisor Close to Lebanon 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 Lebanon 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 Lebanon County, PA

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

  • Population: 139,729
  • % of Population 62 Years and Over: 23%
  • Average Home Value: $173,100
  • Average Monthly Housing Cost: $928
  • Average Household Income: $74,008
  • 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 Lebanon County, PA

 

BENEFITWORKS, INC.

Website

(717) 273-8441

336 Cumberland Street

Lebanon, PA 17042

SEC#: 801-113855
Years in Business: 3 years

HIGHTOWER ADVISORS, LLC

Website

(717) 954-8630

718 Poplar St
Suite H
Lebanon, PA 17042

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(717) 954-8630

718 Poplar St
Suite H
Lebanon, PA 17042

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(717) 954-8630

718 Poplar St
Suite H
Lebanon, PA 17042

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(717) 954-8630

718 Poplar St
Suite H
Lebanon, PA 17042

SEC#: 801-69625
Years in Business: 13 years

NORTHEAST ADVISERS INC

Website

(717) 272-5072

761 Poplar Street

Lebanon, PA 17042

SEC#: 801-57720
Years in Business: 21 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(717) 274-8790

523 Cumberland Street

Lebanon, PA 17042

SEC#: 801-66892
Years in Business: 15 years

AMBASSADOR ADVISORS, LLC

Website

(717) 274-5600

216 South Eighth St

Lebanon, PA 17042

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

HIGHTOWER ADVISORS, LLC

Website

(717) 954-8630

718 Poplar St
Suite H
Lebanon, PA 17042

SEC#: 801-69625
Years in Business: 13 years

 


Lebanon County, PA Financial Advisor FAQs

Yes. A financial advisor can play an important role for those who need guidance with investment strategies and retirement planning.
When you have a financial advisor, you don't actually need to do any work with your finances. They'll take care of everything and review it with you too so that there's absolutely no miscommunication and anything can be accounted for and shared with the necessary parties.
It is important to go through the advisor's qualifications before working with them, as they will be less trustworthy if they have a history of mismanaging investments or mishandling client funds.
Financial advisors can charge by the hour, day, week, month, or even a percentage of assets managed.