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Personalized advice for portfolio size
of 100K & above
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.
Lancaster
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
67
non-vetted advisors in your local area. These financial advisors in
Lancaster,
Pennsylvania
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Lancaster,
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
Lancaster, Pennsylvania.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Vanguard Personal Advisor Services
VANGUARD PERSONAL ADVISOR SERVICES 100 Vanguard Blv V26, Malvern, PA 19355 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
| 22 Years | $250,000 | $250,000 | Fee-Based |
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.
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
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Compensation/Fee Fee-Based, Based on Assets
Office Location
3705 Concord Pike,
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.
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 51 | 1681 | $11,850,957,374 | A percentage of AUM, Performance Based
|
|
| 22 | 3108 | $1,493,264,316 | A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
|
|
| 28 | 854 | $1,430,349,865 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 18 | 3261 | $1,382,262,598 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 10 | 3222 | $817,525,430 | A percentage of AUM
|
|
| 54 | 7199 | $732,912,206 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES)
|
|
| 5 | 2008 | $721,935,095 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 852 | $405,379,058 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 107 | $355,300,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 13 | 1173 | $262,368,097 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 204 | $117,252,624 | A percentage of AUM
|
|
| 3 | 283 | $111,746,262 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 300 Granite Run Dr, Ste 300, Lancaster, PA 17601 | 717-519-4940 | |
| 2173 Embassy Drive, Lancaster, PA 17603 | 717-399-4030 | |
| 28C E Roseville Rd, Lancaster, PA 17601 | 717-869-6377 | |
| 180 Good Dr, Ste 4, Lancaster, PA 17603 | 717-392-3600 | |
| 1717 Lititz Pike, Lancaster, PA 17601 | 717-431-2996 | |
| 180 Good Dr, Ste 1, Lancaster, PA 17603 | 717-735-6990 | |
| 1717 Lititz Pike, Lancaster, PA 17601 | 717-431-2996 | |
| 1717 Lititz Pike, Lancaster, PA 17601 | 717-431-2996 | |
| 1717 Lititz Pike, Lancaster, PA 17601 | 717-431-2996 | |
| 180 Good Dr, Ste 1, Lancaster, PA 17603 | 717-735-6993 |
Financial advisors listed on our directory for the state of Pennsylvania provide a variety of financial services such as investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and more. Do check the "Advisory Services Provided" section to confirm which services are provided by each advisor. To further explore how a financial advisor can support you in your specific financial situation read who financial advisors are and what they do.
Financial advisors in Pennsylvania may charge for their services in several ways, including:
Fee-only: Charging a flat fee, or a percentage of assets under management for their services.
Fee-based: Charging a combination of fees and commissions.
Commission-based: Earning a commission on the financial products they sell to clients.
It's important to understand how your financial advisor is compensated, as this can affect their recommendations and potentially create conflicts of interest. To better understand how our network of financial advisors may charge for their services, read more on what are the costs of hiring a financial advisor.
When choosing a financial advisor in Pennsylvania, it's important to conduct initial research. Consider their experience, credentials (CFP, ChFCs, CFAs, etc.), education, compensation method, and adherence to a code of ethics. It is also important to check for any disciplinary actions or complaints using the FINRA BrokerCheck tool to evaluate financial advisors for any disciplinary actions or complaints. Follow our guide on using BrokerCheck to research an advisor. For further information, refer to the guide on choosing the best financial advisor in Pennsylvania.
Our directory for the state of Pennsylvania features various types of financial advisors, including:
Investment advisors and portfolio managers: These advisors specialize in managing investment portfolios and offer personalized advice tailored to your financial goals.
Wealth managers: They provide comprehensive financial services, including investment management and estate planning to help you build and protect your wealth.
Financial planners: These advisors assist with financial areas such as budgeting, saving, and goal planning. They help create a holistic financial plan to guide your financial decisions.
Retirement planners: These advisors provide guidance on retirement savings, income streams, and investment strategies to help individuals achieve a secure retirement.
Robo-advisors: Utilizing technology-driven platforms, these advisors offer automated investment solutions. They leverage algorithms and algorithms to manage and optimize your investment portfolio.
And more. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.
Financial advisors and financial coaches in Pennslyvania differ in the services that they offer. Financial advisors offer financial services, including investment management, retirement planning, wealth management, etc., while financial coaches prioritize a client's mindset and behavior related to money. Instead of providing financial advice or services, coaches help clients develop healthier financial habits and try to transform the client's relationship with money for overall well-being.
Before hiring a financial advisor in Pennsylvania, it's important to ask the right questions to ensure that they are a good fit for your needs and goals. Some questions to consider asking include:
1. What are your qualifications and credentials?
2. How do you charge for your services?
3. What types of clients do you typically work with?
4. Can you provide references or testimonials from current or past clients?
5. How will you communicate with me and how often?
6. What is your approach to risk management?
To further narrow down your list of potential advisors best suited to your financial needs, consider using these eight additional questions to ask financial advisors.
