Ambassador Advisors
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Ambassador Advisors
The professional team at Ambassador Advisors provides financial planning and money management to individuals, businesses and nonprofit organizations. For nearly 30 years, we have delivered these services to a growing number of clients. More than 3,000 businesses, organizations, and families benefit from our diverse team's multi-disciplinary expertise.

Headquartered in Lancaster, PA, Ambassador actively serves clients up and down the East Coast. View our locations. Our multi-disciplinary approach allows each member of our staff to precisely focus their skills and talents, bringing a high level of specialty to our clients.
Services
Biblically Responsible Investing
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Many Christians would say that upholding God's standards is their first priority, yet what they do with their money may tell a different story. Is there a way for Christians to pursue holiness in their finances, while also being wise investors? Is there a way for "values" to reign, without compromising your growth goals?
Endowment Campaign Program
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If you are like most nonprofits, you constantly feel like your health is dependent on the current year's giving cycle. One bad year from making significant reductions - or shutting down all together. Stop running your organization from one fiscal year to the next. Plan for the long-term health and sustainability of your organization by building an endowment fund.
Retirement Plan Services
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Do you wish your organization's retirement plan would play a more significant role in recruiting and retaining your employees? Employers often struggle to find an affordable, yet service-rich retirement plan that satisfies employees, while meeting regulatory obligations.

Boasting leading-edge technology and unique Biblically Responsible Investment options, Ambassador Advisors offers you an unparalleled option for your organization's 401(k) or 403(b) plan.Do you wish that the retirement plan which safeguards your employees' nest eggs would also align with your personal faith and moral values, while maintaining the highest standard of fiduciary duty?
Our Process
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To make smart decisions with your money, you need to establish clear goals and understand how to position assets for current market conditions. But life gets in the way and financial planning often takes a backseat to family, work, and other activities. We want you to know that building a solid financial plan isn't difficult - you just need the right people on your side.
Past Mutual Fund Investment Selection
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Thank you for taking the time to visit our website and learn more about the status of the action brought against our team by the Securities and Exchange Commission (SEC). In late 2019, we received a surprising inquiry from the SEC about our past use of mutual funds in client accounts.

Prior to converting our portfolios to individual stocks and Exchange Traded Funds (ETFs) in 2016, we used mutual funds that paid us a portion of their internal fees.The inquiry was surprising, because these payments were detailed in the regulatory disclosures we submitted, annually, to the SEC, and they served as a financial offset for reduced client costs associated with our advisory and planning services during that time.
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