How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in Elizabethtown, Pennsylvania

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Elizabethtown, Pennsylvania, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Elizabethtown, Pennsylvania

Elizabethtown has 11 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Elizabethtown, Pennsylvania have an average of 30 years of experience.

NOTE: The list of vetted financial advisors in Elizabethtown, Pennsylvania mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Elizabethtown, Pennsylvania.

Qualified Financial Advisors in Elizabethtown, Pennsylvania

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Clear Wealth Partners1860 Charter Ln, Suite 203Lancaster, PA 17601	N/A	Not Specified	Not Specified	Fee-Based
Edelman Financial Engines, LLC4050 Crums Mill RoadHarrisburg, PA 17112 901 Dulaney Valley RoadTowson, MD 21204 6031 University BoulevardEllicott City, MD 21043 100 Front StreetWest Conshohocken, PA 19428	N/A	$0	Not Specified	Fee-Only
Savant Wealth Management1869 Charter LaneLancaster, PA 17601 1200 Broadcasting RoadWyomissing, PA 19610	N/A	$0	Not Specified	Fee-Only
Chris SchiesserCFP^®Prudential Advisors303 International Cir #105Hunt Valley, MD 21030	Not Disclosed	Not Specified	Not Specified	Not Specified
Vanguard Personal Advisor100 Vanguard Blv V26Malvern, PA 19355	N/A	Not Specified	Not Specified	Fee-Based
Facet 400 East Pratt StreetBaltimore, MD 21202	N/A	Not Specified	Not Specified	Fee-Only
Diversified, LLC3705 Concord PikeTalleyville Postal Store, DE 19803	N/A	$1,900,000,000	$250,000	Fee-Based

Financial Advisor

Clear Wealth Partners1860 Charter Ln, Suite 203Lancaster, PA 17601

ExperienceN/A

AUMNot Specified

Minimum AssetsNot Specified

Fee StructureFee-Based

Financial Advisor

Edelman Financial Engines, LLC

4050 Crums Mill RoadHarrisburg, PA 17112

901 Dulaney Valley RoadTowson, MD 21204

6031 University BoulevardEllicott City, MD 21043

100 Front StreetWest Conshohocken, PA 19428

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

Savant Wealth Management

1869 Charter LaneLancaster, PA 17601

1200 Broadcasting RoadWyomissing, PA 19610

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

Chris SchiesserCFP^®Prudential Advisors303 International Cir #105Hunt Valley, MD 21030

ExperienceNot Disclosed

AUMNot Specified

Minimum AssetsNot Specified

Fee StructureNot Specified

Financial Advisor

Vanguard Personal Advisor100 Vanguard Blv V26Malvern, PA 19355

ExperienceN/A

AUMNot Specified

Minimum AssetsNot Specified

Fee StructureFee-Based

Financial Advisor

Facet 400 East Pratt StreetBaltimore, MD 21202

ExperienceN/A

AUMNot Specified

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

Diversified, LLC3705 Concord PikeTalleyville Postal Store, DE 19803

ExperienceN/A

AUM$1,900,000,000

Minimum Assets$250,000

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Elizabethtown, Pennsylvania

VETTED

Clear Wealth Partners

About Clear Wealth Partners

We are based in Lancaster, Pennsylvania, serving clients across the region. Our clients retire here, raise families here, and stay involved in these communities for decades. That local connection isn't just convenient. It shapes how we understand your life and priorities.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Qualifications

Firm CRD# 8032

Compensation/Fee

Fee-Based, Based on Assets

Office Location

1860 Charter Ln, Suite 203,Lancaster,PA 17601

Phone Number

717-715-1722

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets

Office Locations

4050 Crums Mill Road,Suite 204,Harrisburg,PA 17112Phone Number877-208-7414

901 Dulaney Valley Road,Suite 901,Towson,MD 21204Phone Number877-208-7414

6031 University Boulevard,Suite 150,Ellicott City,MD 21043Phone Number877-208-7414

100 Front Street,Suite 1210,West Conshohocken,PA 19428Phone Number877-208-7414

VETTED

Savant Wealth Management

About Savant Wealth Management

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Qualifications

Firm CRD# 107271

Compensation/Fee

Fee-Only, Based on Assets

Office Locations

1869 Charter Lane,Suite 302,Lancaster,PA 17601Phone Number717-393-9721

1200 Broadcasting Road,Suite 100,Wyomissing,PA 19610Phone Number610-927-4685

VETTED

Chris SchiesserCFP^®

Prudential Advisors

About Chris Schiesser

As a CFP^®, I am held to the highest professional and ethical standards. With over 12 years experience, I help remove the guesswork and help you understand the implications of all financial decisions.

I take time to educate my clients, never losing sight of each individual's risk tolerance, time-frame, and experience. My comprehensive approach to helps you realize your financial goals.

I'm Most Proud Of: Hearing from clients about how financial planning helped improve their life, overcome challenges, and develop confidence for the future. There's nothing better!

About Prudential Advisors

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

Qualifications

CRD# 5023056 Firm CRD# 8733Series 6, 7, 63, 65

Compensation/Fee

Office Location

303 International Cir #105,Hunt Valley,MD 21030

Phone Number

410-937-7578

VETTED

Vanguard Personal Advisor

About Vanguard Personal Advisor

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

*Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.

Advisory Services Provided

Retirement Planning, Education Funding and Planning

Qualifications

Firm CRD# 106715

Compensation/Fee

Fee-Based

Office Location

100 Vanguard Blv V26,Malvern,PA 19355

Phone Number

800-211-7806

VETTED

Facet

About Facet

At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with a flat membership fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER^™ professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Qualifications

Firm CRD# 285961

Compensation/Fee

Fee-Only, Flat Fee

Office Location

400 East Pratt Street,8th Floor,Baltimore,MD 21202

Phone Number

443-376-6222

VETTED

Diversified, LLC

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better.

At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications

Firm CRD# 331709

Compensation/Fee

Fee-Based, Based on Assets

Office Location

3705 Concord Pike,Talleyville Postal Store,DE 19803

Phone Number

302-765-3500

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Elizabethtown, Pennsylvania

Elizabethtown, Pennsylvania is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Elizabethtown, Pennsylvania are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Elizabethtown, Pennsylvania, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


VANGUARD GROUP INCMalvern, PA	980	209	$7,909,760,294,676	A percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS)
FEDERATED INVESTMENT MANAGEMENT COMPANYPittsburgh, PA	101	80	$501,645,588,245	A percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.)
VANGUARD GLOBAL ADVISERS, LLCMalvern, PA	262	153	$432,749,681,046	A percentage of AUM
SEI INVESTMENTS MANAGEMENT CORPOaks, PA	411	93301	$194,796,322,013	A percentage of AUM, Fixed fees, Performance Based
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUSTPhiladelphia, PA	657	377	$190,960,333,268	A percentage of AUM, Fixed fees, Performance Based
FEDERATED INVESTMENT COUNSELINGPittsburgh, PA	215	7838	$185,452,168,971	A percentage of AUM, Performance Based
HARTFORD FUNDSWayne, PA	384	77	$128,834,812,996	A percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)
HAMILTON LANEConshohocken, PA	656	193	$124,406,091,995	A percentage of AUM, Fixed fees, Performance Based
LINCOLN FINANCIAL INVESTMENTS CORPORATIONRadnor, PA	124	129	$85,595,921,962	A percentage of AUM
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLCPhiladelphia, PA	122	1060	$66,447,858,097	A percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)
PACER ADVISORS, INC.Malvern, PA	23	54	$46,063,913,101	A percentage of AUM
ABRDN INC.Philadelphia, PA	212	143	$36,395,031,982	A percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A))
MORGAN STANLEY AIP GP LPWest Conshohocken, PA	187	191	$34,216,864,561	A percentage of AUM, Fixed fees, Performance Based
PENN MUTUAL ASSET MANAGEMENT, LLCConshohocken, PA	33	40	$33,655,762,702	A percentage of AUM
EXETER PROPERTY GROUP, LLCRadnor, PA	227	14	$26,610,669,375	A percentage of AUM, Performance Based

Firm Name

VANGUARD GROUP INCMalvern, PA

No. of Advisors980

AUM$7,909,760,294,676

No. of Clients209

Fee StructureA percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS)

Firm Name

FEDERATED INVESTMENT MANAGEMENT COMPANYPittsburgh, PA

No. of Advisors101

AUM$501,645,588,245

No. of Clients80

Fee StructureA percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.)

Firm Name

VANGUARD GLOBAL ADVISERS, LLCMalvern, PA

No. of Advisors262

AUM$432,749,681,046

No. of Clients153

Fee StructureA percentage of AUM

Firm Name

SEI INVESTMENTS MANAGEMENT CORPOaks, PA

No. of Advisors411

AUM$194,796,322,013

No. of Clients93301

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUSTPhiladelphia, PA

No. of Advisors657

AUM$190,960,333,268

No. of Clients377

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

FEDERATED INVESTMENT COUNSELINGPittsburgh, PA

No. of Advisors215

AUM$185,452,168,971

No. of Clients7838

Fee StructureA percentage of AUM, Performance Based

Firm Name

HARTFORD FUNDSWayne, PA

No. of Advisors384

AUM$128,834,812,996

No. of Clients77

Fee StructureA percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)

Firm Name

HAMILTON LANEConshohocken, PA

No. of Advisors656

AUM$124,406,091,995

No. of Clients193

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

LINCOLN FINANCIAL INVESTMENTS CORPORATIONRadnor, PA

No. of Advisors124

AUM$85,595,921,962

No. of Clients129

Fee StructureA percentage of AUM

Firm Name

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLCPhiladelphia, PA

No. of Advisors122

AUM$66,447,858,097

No. of Clients1060

Fee StructureA percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)

Firm Name

PACER ADVISORS, INC.Malvern, PA

No. of Advisors23

AUM$46,063,913,101

No. of Clients54

Fee StructureA percentage of AUM

Firm Name

ABRDN INC.Philadelphia, PA

No. of Advisors212

AUM$36,395,031,982

No. of Clients143

Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A))

Firm Name

MORGAN STANLEY AIP GP LPWest Conshohocken, PA

No. of Advisors187

AUM$34,216,864,561

No. of Clients191

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

PENN MUTUAL ASSET MANAGEMENT, LLCConshohocken, PA

No. of Advisors33

AUM$33,655,762,702

No. of Clients40

Fee StructureA percentage of AUM

Firm Name

EXETER PROPERTY GROUP, LLCRadnor, PA

No. of Advisors227

AUM$26,610,669,375

No. of Clients14

Fee StructureA percentage of AUM, Performance Based

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