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Find Top Financial Advisors in Lancaster, Pennsylvania

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Lancaster, Pennsylvania, is also known as the Red Rose City and is one of the oldest inland towns in the United States. With a population at the 2010 census of 59,322, it ranks eighth in population among Pennsylvania's cities.The cost of living is 7% higher than the national average in Lancaster. So, using a professional financial advisor to help you put the right financial strategies in place could be advantageous for putting your financial future in order. Studies have found that individuals using a financial advisor can potentially become better at organizing their finances and save more for the future. Since there are over 2900 financial advisors to choose from in and around Lancaster, deciding which advisor is right for you and for your specific financial goals could be overwhelming. That's why we at WiserAdvisor are here to help. Connecting people like you to vetted financial advisors is our mission.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Lancaster, Pennsylvania.

Finding the Top Financial Advisor in Lancaster, Pennsylvania
Last Updated - 24-Sep-2022

Lancaster has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 66 non-vetted advisors in your local area. These financial advisors in Lancaster, Pennsylvania have an average of 21 years of experience.

NOTE: The list of financial advisors in Lancaster, Pennsylvania mentioned below do 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 Lancaster, Pennsylvania.

Qualified Financial Advisors in Lancaster, Pennsylvania
Financial Advisor Experience AUM Minimum Assets Fee Structure
Al Osgood
CFP®
FINANCIAL FREEDOM LLC
5 Great Valley Parkway,
Suite 210,
Malvern, PA 19355
35 $325,000,000 $1,000,000 Fee-Only
Vanguard Personal Advisor Services
VANGUARD PERSONAL ADVISOR SERVICES
100 Vanguard Blv V26,
Malvern, PA 19355
Not Disclosed Not Specified Not Specified Fee-Based
Andrew Rosen
CFP®
DIVERSIFIED, LLC
2200 Concord Pike,
Suite 104,
Wilmington, DE 19803
22 $250000 Not Specified Fee-Based
Jonathan Saxon
RFC®
EDELMAN FINANCIAL ENGINES, LLC
901 Dulaney Valley Road,,
Suite 901,
Towson, MD 21204
16 Not Specified Not Specified Fee-Based
Amanda Salyer
CFP®
EDELMAN FINANCIAL ENGINES, LLC
600 West Germantown Pike,
Suite 100,
Plymouth Meeting, PA 19462
13 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Lancaster

Qualifications CRD# 2825858
Firm CRD# 118772

Compensation/Fee Fee-Only, Flat Fee


Office Location 5 Great Valley Parkway,
Suite 210,
Malvern,
PA
19355
Phone Number 610-296-9500

Al Sr. is a Certified Financial Planner practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.

About Financial Freedom LLC

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.

Advisory Services Provided:

Wealth Management, Financial Planning for Individuals


Qualifications Firm CRD# 106715

Compensation/Fee Fee-Based


Office Location 100 Vanguard Blv V26,
Malvern,
PA
19355
Phone Number 800-211-7806

Vanguard Personal Advisor Services® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor Services

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.

Advisory Services Provided:

Retirement Planning, Education Funding and Planning


Qualifications CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

Compensation/Fee Fee-Based, 7672576726


Office Location 2200 Concord Pike,
Suite 104,
Wilmington,
DE
19803
Phone Number 302-765-3500

In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients. Andrew also writes extensively and has authored blogs, whitepapers and eBooks, all of which you can find in on our resources page. He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly, and Yahoo Finance. In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER" designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010. Outside of Diversified, Andrew's number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high level squash player, a runner, and very average golfer.

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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4789005
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 901 Dulaney Valley Road,,
Suite 901,
Towson,
MD
21204
Phone Number 410-823-0592

I've been a financial planner since 2004. I enjoy using my experience to assist my clients in making smart decisions that can help them achieve their financial goals, no matter how large or small. One of my favorite things to do outside of work is spend time and travel with my family. I'm also an avid reader of fiction and non-fiction.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5214607
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA
19462
Phone Number 484-679-4901

My passion for finance comes from a family heritage of teaching and caring for others. Finance is a complex area of life, yet in most states, it is not required in schools. As a financial planner, I have the ability to make a significant impact in the lives of the individuals, couples and families I serve. In my spare time, I enjoy spending time with my family, my husband Jim and my two sons, Christian and Dylan. We love visiting places as a family, and our kids' energy ensures we stay active.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Lancaster, Pennsylvania (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Gardner Russo & Quinn Llc
223 East Chestnut Street,
Lancaster, PA 17602
$11,850,957,374 1681 A percentage of AUM
Hourly charges
Performance Based
Domani Wealth, Llc
1869 Charter Lane , Suite 302,
Lancaster, PA 17601-5879
$1,493,264,316 3108 A percentage of AUM
Hourly charges
Fixed fees
Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
Rkl Wealth Management Llc
1800 Fruitville Pike,
Lancaster, PA 17601
$1,430,349,865 854 A percentage of AUM
Hourly charges
Fixed fees
Rodgers & Associates
2025 Lititz Pike,
Lancaster, PA 17601
$1,382,262,598 3261 A percentage of AUM
Hourly charges
Fixed fees
Sevenoneseven Capital Management
1755 Oregon Pike , Suite 202,
Lancaster, PA 17601
$817,525,430 3222 A percentage of AUM
Ambassador Advisors, Llc
1755 Oregon Pike,
Lancaster, PA 17601
$732,912,206 7199 A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES)
Isi Financial Group Inc
570 Lausch Lane , Suite 100,
Lancaster, PA 17601
$721,935,095 2008 A percentage of AUM
Hourly charges
Fixed fees
Atwater Malick
3004 Hempland Road , Suite 1,
Lancaster, PA 17601
$405,379,058 852 A percentage of AUM
Fixed fees
G&H Investments
26 West Orange Street,
Lancaster, PA 17603
$355,300,000 107 A percentage of AUM
Fixed fees
Psi Capital Management
147 North Shippen Street,
Lancaster, PA 17602
$262,368,097 1173 A percentage of AUM
Hourly charges
Fixed fees
Adare Asset Management, Llc
1853 William Penn Way , Suite 14,
Lancaster, PA 17601
$117,252,624 204 A percentage of AUM
Hourly charges
Murray Wealth Management
454 New Holland Avenue , Suite 300,
Lancaster, PA 17602
$111,746,262 283 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Lancaster, Pennsylvania*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brenda L Perrotti
    Inquire with Brenda
    300 Granite Run Dr, Ste 300, Lancaster, PA  17601 717-519-4940
    Braverman Financial Associates
    Inquire with Braverman
    2173 Embassy Drive, Lancaster, PA  17603 717-399-4030
    Anthony Essis
    Inquire with Anthony
    28C E Roseville Rd, Lancaster, PA  17601 717-869-6377
    Anthony Beccone
    Inquire with Anthony
    180 Good Dr, Ste 4, Lancaster, PA  17603 717-392-3600
    Kauffman Advisory Group
    Inquire with Kauffman
    1717 Lititz Pike, Lancaster, PA  17601 717-431-2996
    Lee Walp
    Inquire with Lee
    180 Good Dr, Ste 1, Lancaster, PA  17603 717-735-6990
    Tim Nuttle
    Inquire with Tim
    1717 Lititz Pike, Lancaster, PA  17601 717-431-2996
    Charles Walp
    Inquire with Charles
    1717 Lititz Pike, Lancaster, PA  17601 717-431-2996
    Cindy Beyerlein
    Inquire with Cindy
    1717 Lititz Pike, Lancaster, PA  17601 717-431-2996
    Gregory Nauman
    Inquire with Gregory
    180 Good Dr, Ste 1, Lancaster, PA  17603 717-735-6993
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