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Find The Best Financial Advisors in Lancaster, Pennsylvania

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Lancaster is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Lancaster & pick the one as per your needs

How To Find The Best Financial Advisors in Lancaster, Pennsylvania
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Lancaster, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and non-vetted financial advisors in Lancaster, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lancaster, Pennsylvania have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Lancaster, Pennsylvania

Allworth Financial

888-242-6766

Address

2231 Old Emmorton Road,
Bel Air, MD 21015 See Details

Ketul Mody

Diamond State Financial Group

302-438-0409

Address

900 Prides Crossing,
Newark, DE 19713 See Details

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Limerick Financial Group, LLC.

610-495-7911

Address

675 N. Lewis Rd.,
Limerick, PA 19468 See Details

Andrew Rosen

Diversified, LLC

302-765-3500

Address

3705 Concord Pike,
Wilmington, DE 19803 See Details

Ashley Zephir

Edelman Financial Engines, LLC

410-823-0747

Address

901 Dulaney Valley Road,,
Suite 901,
Towson, MD 21204 See Details

Rohi Batra

Edelman Financial Engines, LLC

856-452-6062

Address

457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details

Top Financial Advisor Firms in Lancaster, Pennsylvania (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
GARDNER RUSSO & QUINN LLC 223 East Chestnut Street, Lancaster, PA, 17602	106114	$9,245,835,915	1607	A Percentage of AUM, Performance Based
RKL PRIVATE WEALTH 1800 Fruitville Pike, Lancaster, PA, 17601	122693	$1,431,852,377	1074	A Percentage of AUM, Hourly charges, Fixed Fees
RODGERS & ASSOCIATES 2025 Lititz Pike, Lancaster, PA, 17601	121700	$1,195,569,019	3207	A Percentage of AUM, Hourly charges, Fixed Fees
AMBASSADOR ADVISORS, LLC 275 Hess Boulevard, Suite 100 Lancaster, PA, 17601	116978	$649,375,833	5911	A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES)
FAITHWARD CAPITAL 275 Hess Boulevard, Suite 202 Lancaster, PA, 17601	305092	$611,216,570	5849	A Percentage of AUM
ATWATER MALICK 201 Granite Run Drive, Suite 290 Lancaster, PA, 17601	147972	$392,172,111	848	A Percentage of AUM, Hourly charges, Fixed Fees
PSI CAPITAL MANAGEMENT 147 North Shippen Street, Lancaster, PA, 17602	117105	$242,653,310	1206	A Percentage of AUM, Hourly charges, Fixed Fees
ADARE ASSET MANAGEMENT, LLC 1853 William Penn Way, Suite 14 Lancaster, PA, 17601	152471	$115,510,267	206	A Percentage of AUM
HERSHEY FINANCIAL ADVISERS, LLC 120 North Pointe Blvd, Suite 300 Lancaster, PA, 17601	149907	$107,909,674	910	A Percentage of AUM, Hourly charges, Fixed Fees
OMICRON ADVISORS, LLC 300 Granite Run Drive, Suite 120 Lancaster, PA, 17601	165250	$96,075,435	149	A Percentage of AUM, Hourly charges, Fixed Fees

Select other cities around Lancaster, Pennsylvania to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Lancaster, Pennsylvania

How To Find The Best Financial Advisors in Lancaster, PennsylvaniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Lancaster, Pennsylvania

Allworth Financial

Address

Ketul Mody

Diamond State Financial Group

Address

Vanguard Personal Advisor

Address

Limerick Financial Group, LLC.

Address

Andrew Rosen

Diversified, LLC

Address

Ashley Zephir

Edelman Financial Engines, LLC

Address

Rohi Batra

Edelman Financial Engines, LLC

Address

Top Financial Advisor Firms in Lancaster, Pennsylvania (Ranked by AUM)

Select other cities around Lancaster, Pennsylvania to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Lancaster, Pennsylvania
Last Updated - 13-Jun-2023

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