Find a Financial Advisor in Ligonier, PA

 

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

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We Only Work With The Best Ligonier 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 Ligonier, PA


  • Financial Advisor Close to Ligonier, 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 Ligonier, 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 Ligonier, PA

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

  • Population: 1,405
  • % of Population 62 Years and Over: 37.9%
  • Average Home Value: $172,900
  • Average Monthly Housing Cost: $809
  • Average Household Income: $73,206
  • 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 Ligonier, PA

 

COVINGTON INVESTMENT ADVISORS, INC.

Website

(724) 238-0151

301 East Main Street

Ligonier, PA 15658

SEC#: 801-62139
Years in Business: 18 years

LION STREET ADVISORS, LLC

Website

(724) 238-7700

243 West Main St

Ligonier, PA 15658

SEC#: 801-107414
Years in Business: 5 years

 


Ligonier, PA Financial Advisor FAQs

Financial advisors are paid in a variety of ways. Some clients pay for advice with fees based on the amount of money invested, some by commissions on the products they sell, and others choose to take advantage of bundled services that come bundled with complimentary investment advice designed to produce good returns over the long run.
The best way to find a financial advisor is through your employer's benefits office. Ask around, or call to find out what information they may be able to provide. They should be knowledgeable about any current company policies and the types of services available for employees.
Researching prospective candidates ahead of time is recommended as well as conversing with them about expectations, working styles, pasts failures/successes etc.
It's always in your best interest to seek professional financial advice before making any important decisions, especially given the current market volatility.