8 advisors with offices in Lancaster. Credentials, fee structures, and minimums are disclosed on each listing.
Lancaster, Pennsylvania
Brady Planning, located in Lancaster, Pennsylvania, provides financial planning and investment management services. The firm holds a 5-star rating based on seven Google reviews.
View detailsLancaster, Pennsylvania
Fulton Financial Advisors is based in Lancaster, Pennsylvania and specializes in retirement planning and small business advisory services. The firm's advisors hold CLU credentials. English is spoken.
View detailsLancaster, Pennsylvania
Kingsview Partners Lancaster Office provides financial planning services to clients in Lancaster, Pennsylvania. The firm operates in English and serves the local community with advisory services.
View detailsLancaster, Pennsylvania
Wirehouse
Merrill Lynch Wealth Management operates in Lancaster, Pennsylvania as a wirehouse providing investment management and wealth management services. The firm offers financial planning and investment management to clients. Services are conducted in English.
View detailsLancaster, Pennsylvania
New Era Wealth Management is a Lancaster, Pennsylvania-based firm offering investment management, wealth management, and financial planning services. The firm operates primarily in English and serves clients seeking assistance with comprehensive financial matters.
View detailsLancaster, Pennsylvania
Insurance-Based
Northwestern Mutual in Lancaster, Pennsylvania provides insurance planning, investment management, and wealth management services. The firm offers financial planning, insurance analysis, and investment management to clients. Services are conducted in English.
View detailsLancaster, Pennsylvania
Fee-Only Independent RIA
Rodgers & Associates is a fee-only registered investment advisor in Lancaster, Pennsylvania, specializing in investment management, retirement planning, and wealth management. The firm provides financial planning and retirement planning services and operates under a fiduciary standard. They serve clients in English.
View detailsLancaster, Pennsylvania
Savant Wealth Management is a fiduciary investment advisor based in Lancaster, Pennsylvania, offering investment management and wealth management services. The firm operates under a fiduciary standard when providing advisory services. Additional details about fee structure and team credentials are not publicly available.
View detailsAdvisors serving Lancaster 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.