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Find Top Financial Advisors in Lancaster, Pennsylvania

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Lancaster, Pennsylvania. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Lancaster

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Lancaster, Pennsylvania
Financial Advisor Office Location Phone Number
Jeremiah Sensenig
uFinancial Group
114 Foxshire Rd,
Lancaster, PA  17601
610-750-9126
Sean Reading
CFP®
JW Cole Financial
200 East Main Street,
Palmyra, PA  17078
717-838-3168
Matthew Wollick
CFP®, CRPC®
Edelman Financial Engines, LLC
225 Wilmington West Chester Pike,
Chadds Ford, PA  19317
484-679-4903
Vanguard Personal Advisor Services
Vanguard Personal Advisor Services
100 Vanguard Blv V26,
Malvern, PA  19355
800-211-7806
Peter Scilovati
CIMA®
Hoover Financial Advisors
30 Liberty Blvd,
Malvern, PA  19355
610-651-2777 Ext. 122
Al Osgood, CFP®, MBA
CFP®
Financial Freedom LLC
5 Great Valley Parkway,
Malvern, PA  19355
610-296-9500
Jonathan Saxon
CFS
Edelman Financial Engines, LLC
901 Dulaney Valley Road,,
Towson, MD  21204
410-823-0614

Information on Qualified Financial Advisors in Lancaster

Qualifications CRD# 4848122
FirmCRD# 10409
Series 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 114 Foxshire Rd,
Lancaster,
PA 
17601
Phone Number 610-750-9126

I provide total financial needs analysis through a network of experienced professionals with expertise in: Advisory services, Retirement analysis and programs, Estate strategies, Employee benefit and retention services, Business continuation strategies. Trust services. I am licensed to sell insurance in: Pennsylvania and New Jersey and securities in: Pennsylvania and New Jersey. I am a registered representative of and offer securities through MML Investors Services, LLLC. Member SIPC. 5001 Louise Drive, Suite 300 Mechanicsburg, PA 17055 (717) 791-3300.

About uFinancial Group

Preparing for the next step in life isnt always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Click Here to Schedule A Conversation



Qualifications CRD# 4709018
FirmCRD# 124583
Series 7, 24


Office Location 200 East Main Street,
Palmyra,
PA 
17078
Phone Number 717-838-3168

About JW Cole Financial

Please Supply



Qualifications CRD# 2716241
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 225 Wilmington West Chester Pike,
Suite 200,
Chadds Ford,
PA 
19317
Phone Number 484-679-4903

I enjoy being a financial planner because I'm all about helping my clients plan ahead to face life's challenges knowing that they have a roadmap to take them all the way to a rewarding retirement. My interests outside of work have been called unique by my four daughters. I have a passion for high intensity interval training and am a big fan of archery.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications FirmCRD# 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.



Qualifications CRD# 1953454
FirmCRD# 133979
Series 65

Compensation/Fee Fee-Based


Office Location 30 Liberty Blvd,
Suite 200,
Malvern,
PA 
19355
Phone Number 610-651-2777 Ext. 122

Peter became a member of the HFA team of financial advisors in 2014. In his role as a financial advisor, he develops, manages and supports client relationships. He shares the firm's values of integrity, transparency and putting clients' interests first. Prior to joining Hoover Financial Advisors, Peter was an Investment Advisor with Morgan Stanley. Before that, he held National Account positions with several prestigious firms, including Turner Investment Partners and Brandywine Asset Management. He began his career as an Investment Advisor with Prudential-Bache Securities in Philadelphia. Pete earned the Certified Investment Management Analyst (CIMA®) Designation, an executive education program offered in conjunction with The Wharton School, University of Pennsylvania. CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective guidance to individual and institutional investors. Peter's vast experience in financial services broadens his perception and understanding of HFA client experiences and requirements. HFA's acclaim and high regard among industry professionals and clients strengthen his product and service deliverables. Peter is a native of Montgomery County, Pa. He currently resides in Devon, PA, with his wife Jane and three children.

About Hoover Financial Advisors

Your bridge to the future At HFA, we place equal emphasis on both the expertise we bring and the genuineness of the relationship we develop with you as our client. We believe that honest, transparent, and caring relationships lead to better outcomes for today, tomorrow, and generations to come. Seeing the positive impact our work has on our clients’ lives make our lives better too. Because as an independent financial advisor, we put our clients’ needs first, above all else.



Qualifications CRD# 2825858
FirmCRD# 118772

Compensation/Fee Fee Only, Flat Fee, Hourly


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

Al Sr. is a Certified Financial Planner(tm) 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.



Qualifications CRD# 4789005
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 901 Dulaney Valley Road,,
Suite 901,
Towson,
MD 
21204
Phone Number 410-823-0614

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

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. Read here the importance of retirement planning.

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. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?