PA · Mechanicsburg

Fiduciary advisors in Mechanicsburg, PA

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

2 listed Low coverage · not indexed

2 results in Mechanicsburg

GrandView Asset Management

Mechanicsburg, Pennsylvania

Investment Management Retirement Planning

GrandView Asset Management is a fee-based financial advisory firm in Mechanicsburg, Pennsylvania, operating since 1965. Led by Bruce Smith (MBA, AIF®) and a team of senior advisors including Chief Investment Officer Adam Koser, the firm provides financial planning, investment management, and retirement planning services to families, business owners, and professionals with no account minimum. As an Accredited Investment Fiduciary, the firm charges a percentage-of-assets fee deducted quarterly and does not accept product commissions, with Charles Schwab serving as custodian.

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Legacy Partners Wealth Management

Mechanicsburg, Pennsylvania

Investment Management Wealth Management

Legacy Partners Wealth Management, based in Mechanicsburg, Pennsylvania, offers investment management and wealth planning services through MML Investors Services, LLC. The firm is led by Tony Feliciano, a managing partner with over 30 years of industry experience and credentials including Chartered Financial Consultant (ChFC), Certified Funds Specialist (CFS), Certified Family Business Specialist (CFBS), and certification in long-term care planning. The firm serves individuals, families, and business clients, emphasizing retirement strategies and multigenerational wealth planning through a collaborative, periodic monitoring approach.

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Financial advisors in Mechanicsburg, Pennsylvania

Advisors serving Mechanicsburg 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.

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