Find a Financial Advisor in Lewisburg, PA

 

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

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We Only Work With The Best Lewisburg 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 Lewisburg, PA


  • Financial Advisor Close to Lewisburg, 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 Lewisburg, 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 Lewisburg, PA

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

  • Population: 5,723
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $226,600
  • Average Monthly Housing Cost: $733
  • Average Household Income: $76,683
  • 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 Lewisburg, PA

 

TOWER WEALTH PARTNERS

Website

(570) 524-7200

1000 Market Street

Lewisburg, PA 17837

SEC#: 801-119415
Years in Business: 1 years

VICUS CAPITAL, INC.

Website

(570) 523-3383

115 Farley Circle
Suite 104
Lewisburg, PA 17837

SEC#: 801-60628
Years in Business: 20 years

GOOD LIFE ADVISORS, LLC

Website

(570) 972-2613

776 Bull Run Xing
Suite 100
Lewisburg, PA 17837

SEC#: 801-80003
Years in Business: 7 years

GOOD LIFE ADVISORS, LLC

Website

(570) 972-2613

776 Bull Run Xing
Suite 100
Lewisburg, PA 17837

SEC#: 801-80003
Years in Business: 7 years

 


Lewisburg, PA Financial Advisor FAQs

The best way to choose a financial advisor is to do your research. Find out if the person has received any education, certifications or other credentials in this field. You can also find out their recommendations from family friends or online reviews.
Yes, you need someone to help you build your investment portfolio.
The most important question to ask a financial advisor is whether or not they are taking into account your overall financial picture in making their recommendations.
Financial Advisor fees are charged as a percentage of the account.