Find a Financial Advisor in Lebanon, PA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Lebanon 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, PA


  • Financial Advisor Close to Lebanon, 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, 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, PA

We evaluated over 13,000 RIA firms to bring you the best of the best Lebanon financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Lebanon, PA?

  • Population: 25,793
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $94,700
  • Average Monthly Housing Cost: $805
  • Average Household Income: $48,459
  • 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, 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, PA Financial Advisor FAQs

First, be sure that the person who you're interviewing with is a registered investment advisor on FINRA.org. Financial advisors cannot call themselves financial advisors without this designation, and there are many people out there posing as financial professionals to defraud unsuspecting clients.
It depends on the amount of money that needs to be managed. Generally, fees are charged in annual increments at percentages ranging from 6% to 12% for individual account management.
Choosing a financial advisor can be difficult and it is important that you do your research to find the right person. Some factors that should be considered are their work experience, expertise, qualifications, affiliations, fee structure as well as references from other satisfied customers.
Financial advisors can help people manage and invest their money in a variety of ways. This may involve selecting investments, selecting funds for different portfolios or accounts, choosing an appropriate asset allocation that matches the client's risk tolerance and financial goals, and planning for retirement and other long-term goals.