Which Financial Advisor Should You Choose in Lancaster, PA?

Review 7 local financial advisors in Lancaster, PA and check what each professional offers. Read client feedback, compare professional information and shortlist advisors who cover the investment, retirement or broader financial planning needs you have.
Ambassador Advisors provides biblically responsible wealth management and financial planning services to individuals, businesses, and nonprofits. We specialize in retirement planning, estate management, and tax-efficient charitable giving strategies. Our SEC-registered advisors help clients build lasting legacies through personalized financial strategies aligned with their values.
Wealth Management Insurance Planning Retirement Planning
Hershey Financial Advisers provides personalized financial planning and wealth management services designed to align with clients' values and life goals. We specialize in tax optimization, estate planning, retirement strategies, and investment management for high-net-worth individuals and families. Our client-first approach combines fiduciary responsibility with tailored solutions to build long-term financial security.
Wealth Management Tax Planning Retirement Planning
Trusted partner Genuine care Expertise
Sequinox is a client-focused financial advisory firm specializing in retirement planning, tax optimization, and conservative investment strategies. We empower clients to achieve long-term financial security through personalized, transparent guidance. Our team of certified professionals prioritizes education and informed decision-making to help individuals navigate complex financial challenges.
Financial Planning Retirement Planning Tax Optimization
Rodgers & Associates is a fee-only wealth management firm specializing in retirement planning for high-net-worth individuals. We provide fiduciary financial advice, investment management, and coordinated services including tax strategies, Social Security optimization, and healthcare guidance. Our AGILE methodology addresses retirement's five phases through personalized, tax-efficient planning.
Retirement Planning Investment Management Social Security Guidance
Atwater Malick is an independent, SEC-registered investment advisory firm providing customized fee-only wealth management and investment management services. Our core offerings include holistic financial planning with a specialized focus on retirement income planning for clients with $1,000,000 or more in investable assets. Our primary purpose is to act as a trusted long-term financial partner for clients navigating major life transitions, delivering transparent, unbiased advice to help them achieve their unique financial goals.
Wealth Management Investment Management
Personal Wealth Advisors provides personalized financial planning and tax-efficient retirement strategies for individuals nearing or already in retirement, as well as business owners preparing for transitions. Our team focuses on aligning clients' financial decisions with their personal values and long-term goals. We specialize in minimizing tax liabilities while optimizing wealth preservation and distribution.
Retirement Planning Tax Strategy Investment Management
Not rated yet
Greenspring Advisors
22 Years
Not rated yet
Greenspring Advisors is a fee-only financial advisory firm specializing in private wealth management and fiduciary consulting for retirement plans. Founded in 2004, we help individuals, families, and organizations achieve financial goals through personalized strategies, investment management, and retirement planning. Our services emphasize transparency, client education, and long-term financial well-being.
Private Wealth Management Investment Management Retirement Planning
Mountville (6.6 mi) Mount Joy (11.6 mi)