2 advisors with offices in Mount Joy. Credentials, fee structures, and minimums are disclosed on each listing.
Mount Joy, Pennsylvania
Coram Deo Advisors is an investment advisory firm in Mount Joy, Pennsylvania. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.
View detailsMount Joy, Pennsylvania
LifeGuide Financial Advisors is a fee-only, fiduciary firm based in Mount Joy, Pennsylvania that serves Christian families nationwide. The firm offers financial planning, investment management, hourly advisory services, and survivor assistance, with a stated focus on helping clients align their finances with personal values and faith-based priorities. LifeGuide manages over $500 million in assets for more than 700 families and employs CFP®-credentialed advisors who provide team-based planning and in-house portfolio management. The firm serves clients across multiple asset levels, from those with less than $450,000 to those with greater investment needs.
View detailsAdvisors serving Mount Joy 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.