PA · Chambersburg

Fiduciary advisors in Chambersburg, PA

5 advisors with offices in Chambersburg. Credentials, fee structures, and minimums are disclosed on each listing.

5 listed
5 results in Chambersburg

Erickson Financial - David Erickson

Chambersburg, Pennsylvania

Independent RIA

Estate Planning

Erickson Financial is an independent registered investment adviser based in Chambersburg, Pennsylvania, led by David Erickson, a CFP® practitioner who has worked in financial services since 1992. The firm provides estate planning, financial planning, insurance analysis, and investment management services, with estate planning as a key area of focus. The team includes advisor Benjamin Hubler, who holds securities and insurance licenses, and office manager Emma Wright. David maintains active licenses across eight states and can be verified through FINRA's BrokerCheck.

View details

Tardosky Wealth Advisors

5.0(4)

Chambersburg, Pennsylvania

Insurance Planning

Tardosky Wealth Advisors has operated in Chambersburg, Pennsylvania since 1992, offering financial planning, investment management, and insurance analysis services. The firm's team includes founder Rich Tardosky and multiple registered financial advisors holding FINRA Series registrations (Series 6, 7, and 65/66). The firm traces its origins to insurance services and has expanded to serve individuals and families with retirement-focused strategies and personalized financial guidance. The practice is located at 430 Epic Drive in Chambersburg and operates Monday through Friday with additional appointment availability.

View details

Financial advisors in Chambersburg, Pennsylvania

Advisors serving Chambersburg specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Pennsylvania's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

0 selected
Compare →