Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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
7
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Lancaster,
Pennsylvania
have an average of
25
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 |
|---|---|---|---|---|
| Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based | |
| 16 Years | $50,000,000 | $250,000 | Fee-Based | |
| Not Disclosed | Not Specified | Not Specified | Fee-Based | |
|
Limerick Financial Group, LLC.
BCA, BCM, CDS,CES, CIS, CSS, CTS, CAS™, RFC®, MSFS, BCE, CFS 675 N. Lewis Rd., Limerick, PA 19468 |
40 Years | $5,800,000,000 | $500,000 | Fee-Only |
| 22 Years | $250,000 | $250,000 | Fee-Based | |
|
Ashley Zephir
CFP® EDELMAN FINANCIAL ENGINES, LLC 901 Dulaney Valley Road,, Suite 901, Towson, MD 21204 |
20 Years | Not Specified | Not Specified | Fee-Based |
|
Rohi Batra
CFP® EDELMAN FINANCIAL ENGINES, LLC 457 Haddonfield Road, Suite 310, Cherry Hill, NJ 08002 |
30 Years | Not Specified | Not Specified | Fee-Based |
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
2231 Old Emmorton Road,
Bel Air,
MD
21015
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
900 Prides Crossing,
Newark,
DE
19713
Phone Number
302-438-0409
I am a Wealth Manager and Senior Partner at Diamond State Financial Group. As a Certified Financial Planner (CFP®) I provide comprehensive financial planning services with a commitment to building relationships. I am committed to helping our client improve their long-term financial success. I am part of a team of professionals with expertise in various areas of financial services. We provide the following services: For Individuals: · Portfolio Management* · Mutual Funds* · Fee-Based Financial Planning* · Life, Disability & Long-Term Care Insurance · Cash Management · College Funding · Retirement Strategies · Estate Planning · Tax Reduction Strategies** For Businesses: · Group: Life, Health & Disability Insurance · Key Employee Insurance · Buy-Sell Funding · Succession Strategies · Deferred Compensation · Executive Bonus Plan · IRAs, SEPs, KEOGHs & 401(k)s · Profit Sharing · Retirement Strategies · Executive Compensation Programs · Financial Education Seminars
Establishing a relationship with a financial professional is a decision that deserves careful consideration. You can trust that we are committed to helping you accomplish your long-term financial goals. We genuinely want to see our clients succeed.
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, Insurance Products & Annuities
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® 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# 1388119
Firm CRD# 141128
Series 6, 63, 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
675 N. Lewis Rd.,
Limerick,
PA
19468
Phone Number
610-495-7911
When you know your clients as individuals and you care about their future, you don't let the lack of proper planning or markets destroy their dreams without stepping in and saying, "We need to do something different." That's where Limerick Financial Group comes in; We believe that building and following the proper plan will protect your assets in the long run and is considered the most important part of our job.. We strive to minimize losses in years when the market turns down and equal or outperform the market in good years. This is where Limerick Financial Group's proper planning and managed risk investment programs come into play. Limerick Financial Group is an Financial Planning and Investment Management Firm. We work exclusively on a fee-basis. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation. It also means that we are here for you, and offer ongoing advice for your plan. Our planning and investment management services are personalized. We strive to know our clients and create plans that fit who they are and their specific financial situation. We are risk adverse. Our clients don't like to lose money. Neither do we. At the same time, we believe there are opportunities to profit in every market environment. Our investment approaches actively seek those opportunities. Limerick Financial Group, we are not afraid of change. Financial markets are continually changing. Asset classes and investment styles cycle in and out of favor. Economies evolve, new technologies emerge, governments and people make mistakes. Our plans update and change in real time in response to the market. This belief is a critical difference between Limerick Financial Group and traditional industry practice.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
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
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
901 Dulaney Valley Road,,
Suite 901,
Towson,
MD
21204
Phone Number
410-823-0747
As a financial planner, I help my clients make important decisions about any aspect of their lives related to a dollar sign. I'm committed to providing personalized recommendations that embody a familys short-term and long-term goals. I'm also a member of Edelman Financial Engines' Women Planners in Leadership group, which is dedicated to learning, growth and industry leadership.
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
CRD# 2707408
Firm CRD# 104510
Series 65
Compensation/Fee Fee-Based
Office Location
457 Haddonfield Road,
Suite 310,
Cherry Hill,
NJ
08002
Phone Number
856-452-6062
I enjoy helping my clients achieve peace of mind with their financial decisions while encouraging them to pursue their personal goals before and during retirement. Understanding who they are and what they want to achieve helps me facilitate the decisions around money. While out of the office, I enjoy spending time with my wife, daughter, and son. I enjoy traveling, gardening, exercising, cooking, watching sports, and relaxing on the beach.
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.
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.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 51 | 1607 | $9,245,835,915 | A Percentage of AUM, Performance Based
|
|
| 33 | 1074 | $1,431,852,377 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 18 | 3207 | $1,195,569,019 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 37 | 5911 | $649,375,833 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES)
|
|
| 8 | 5849 | $611,216,570 | A Percentage of AUM
|
|
| 4 | 848 | $392,172,111 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 12 | 1206 | $242,653,310 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 1 | 206 | $115,510,267 | A Percentage of AUM
|
|
| 8 | 910 | $107,909,674 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 2 | 149 | $96,075,435 | A Percentage of AUM, Hourly charges, Fixed Fees
|
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.
