Find a Financial Advisor in Mechanicsburg, PA

 

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

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We Only Work With The Best Mechanicsburg Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Mechanicsburg, PA


  • Financial Advisor Close to Mechanicsburg, 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 Mechanicsburg, 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 Mechanicsburg, PA

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

  • Population: 9,006
  • % of Population 62 Years and Over: 20.5%
  • Average Home Value: $175,500
  • Average Monthly Housing Cost: $1,006
  • Average Household Income: $68,568
  • 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 Mechanicsburg, PA

 

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

Website

(717) 790-9001

940 Century Drive
Suite B
Mechanicsburg, PA 17055

SEC#: 801-101544
Years in Business: 6 years

AVANTRA FAMILY WEALTH LLC

Website

(717) 276-1501

110 Sterling Parkway

Mechanicsburg, PA 17050

SEC#: 801-113234
Years in Business: 3 years

LIFEGUIDE FINANCIAL ADVISORS, LLC

Website

(717) 796-1700

176 Cumberland Parkway
Suite 202
Mechanicsburg, PA 17055

SEC#: 801-108442
Years in Business: 5 years

MML INVESTORS SERVICES, LLC

Website

(717) 791-3300

5001 Louise Drive
Suite 300
Mechanicsburg, PA 17055

SEC#: 801-44264
Years in Business: 28 years

GIRARD ADVISORY SERVICES, LLC

Website

(717) 350-0329

5000 Ritter Rd
Suite 202
Mechanicsburg, PA 17055

SEC#: 801-60354
Years in Business: 20 years

MML INVESTORS SERVICES, LLC

Website

(717) 791-3300

5001 Louise Drive
Suite 300
Mechanicsburg, PA 17055

SEC#: 801-44264
Years in Business: 28 years

PFG INVESTMENTS, LLC

Website

(717) 590-7446

236 East Main Street

Mechanicsburg, PA 17055

SEC#: 801-77166
Years in Business: 9 years

MML INVESTORS SERVICES, LLC

Website

(717) 791-3300

5001 Louise Drive
Suite 300
Mechanicsburg, PA 17055

SEC#: 801-44264
Years in Business: 28 years

PFG INVESTMENTS, LLC

Website

(717) 590-7446

236 East Main Street

Mechanicsburg, PA 17055

SEC#: 801-77166
Years in Business: 9 years

 


Mechanicsburg, PA Financial Advisor FAQs

A Financial Advisor will often have a diverse career history, combining fields such as finance, insurance, banking, real estate management and portfolio advisers. Successful advisors take pride in providing thoughtful solutions for clients' desires to increase wealth accumulation while maintaining stability.
Financial advisors are a good financial tool for those who may not have the inclination or aptitude for doing complex financial planning. Financial advisors should only be used as guidelines, and should never be fully depended on as one's financial plans.
Avoid signing with an advisor who pressures you into buying advisory products like mutual funds, annuities, and shady investments like penny stocks. Find one that will start by asking you to manage your own investments online (see Investopedia for beginner tutorials), then ask if they're willing to invest in your success without commissions or referral fees.
Financial advisors get paid in a variety of ways, and it depends on their firm, whether they are working with an investor or a business owner or entrepreneur, and so on.