Find a Financial Advisor in York County, PA

 

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

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We Only Work With The Best York 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 York County, PA


  • Financial Advisor Close to York 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 York 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 York County, PA

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

  • Population: 445,565
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $185,800
  • Average Monthly Housing Cost: $1,088
  • Average Household Income: $82,723
  • 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 York County, PA

 

JOHNSON & WHITE WEALTH MANAGEMENT LLC

Website

(717) 430-0001

224 St. Charles Way
Suite 200
York, PA 17402

SEC#: 801-79746
Years in Business: 7 years

MACRO ADVISORS, INC.

Website

(717) 764-4566

526 Greenbriar Road

York, PA 17404

SEC#: 801-117443
Years in Business: 2 years

COLLECTIVE FAMILY OFFICE, LLC

Website

(717) 296-1584

235 St. Charles Way
Suite 200
York, PA 17402

SEC#: 801-115052
Years in Business: 2 years

GIRARD ADVISORY SERVICES, LLC

Website

(717) 891-6223

2901 Whiteford Road

York, PA 17402

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

JANNEY MONTGOMERY SCOTT LLC

Website

(717) 779-2720

2315 North Susquehanna Trail
Suite A
York, PA 17404

SEC#: 801-7258
Years in Business: 50 years

DOMANI WEALTH, LLC

Website

(717) 846-6214

221 West Philadelphia Street
Suite 303
York, PA 17401

SEC#: 801-80939
Years in Business: 6 years

GIRARD ADVISORY SERVICES, LLC

Website

(717) 891-6223

2901 Whiteford Road

York, PA 17402

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

RKL WEALTH MANAGEMENT LLC

Website

(717) 399-1700

3501 Concord Road
Suite 250
York, PA 17402

SEC#: 801-66968
Years in Business: 15 years

SCF INVESTMENT ADVISORS, INC.

Website

(717) 840-0749

3497 Industrial Drive

York, PA 17402

SEC#: 801-71206
Years in Business: 11 years

 


York County, PA Financial Advisor FAQs

Yes. You're definitely wise to get professional advice from someone qualified and trained work with your unique situation. It's like hiring any other specialist service where you know there is expertise well worth paying for when things get complicated.
Generally, financial advisors may offer advice about which classes of stocks or bonds are most appropriate for a person's age and personal situation.
Certification in this field is important because advisors need to be knowledgeable about stocks, money impacts of taxes, wills and trusts, real estate, insurance--all things that can effect your finances.
The way most financial advisors are compensated depends on the type of client they have and their capacity to place clients into products that generate fees for them.