Fiduciary advisors in Lancaster, PA

Lancaster, Pennsylvania

Brady Planning is a fiduciary financial advisor in Lancaster, Pennsylvania that provides financial planning and investment management services. The firm specializes in serving medical professionals and operates on a concierge model, with founder Conner Brady focusing on understanding each client's individual circumstances rather than product-driven solutions. Brady Planning emphasizes objective guidance across areas including student loans, estate planning, and broader financial matters.

Lancaster, Pennsylvania

Fulton Financial Advisors is an investment advisory firm in Lancaster, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Lancaster, Pennsylvania

Kingsview Partners Lancaster Office is an investment advisory firm in Lancaster, Pennsylvania. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lancaster, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Lancaster, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lancaster, Pennsylvania

New Era Wealth Management is an investment advisory firm in Lancaster, Pennsylvania. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lancaster, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lancaster, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Lancaster, Pennsylvania

Fee-Only Independent RIA

Rodgers & Associates is an independent, fee-only fiduciary RIA based in Lancaster, Pennsylvania that specializes in financial planning and retirement guidance. The firm structures its approach around five retirement phases and provides investment management, Social Security analysis, estate planning consultation, and healthcare navigation alongside comprehensive financial planning. Their process incorporates the CFP Board's seven-step planning methodology and addresses both financial and personal life considerations for clients in or nearing retirement.

Lancaster, Pennsylvania

Savant Wealth Management is a fiduciary firm based in Lancaster, Pennsylvania, offering investment management, retirement planning, tax strategy, and estate planning services. The firm serves individuals and families with $750,000 or more in investable assets, as well as those anticipating future financial growth from business transitions, career changes, or inheritances. The Lancaster team includes advisors with diverse credentials who emphasize transparency and long-term relationships, providing customized financial plans across multiple life stages.