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.

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.

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.

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.

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.

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Find The Best Financial Advisors in Lancaster, Pennsylvania

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 12 vetted financial advisors and 12 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 20 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

Edelman Financial Engines, LLC

877-208-7414

Address

4050 Crums Mill Road,
Suite 204,
Harrisburg, PA 17112 See Details

Chris Schiesser

Prudential

410-937-7578

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Diversified, LLC

302-765-3500

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

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

Sequoia Financial Group

888-225-3777

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

100 Front Street,
Suite 1210,
West Conshohocken, PA 19428 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6031 University Boulevard,
Suite 150,
Ellicott City, MD 21043 See Details

Tom Hagigh

EPE Wealth Advisors

410-923-8686

Address

1321 Generals Highway,
Suite 300,
Crownsville, MD 21032 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

900 Bestgate Road,
Suite 407,
Annapolis, MD 21401 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	$10,058,624,441	1579	A percentage of AUM, Performance Based
RKL PRIVATE WEALTH 1800 Fruitville Pike, Lancaster, PA, 17601	122693	$1,796,065,985	1095	A percentage of AUM, Hourly charges, Fixed fees
RODGERS & ASSOCIATES 2025 Lititz Pike, Lancaster, PA, 17601	121700	$1,488,109,570	3378	A percentage of AUM, Hourly charges, Fixed fees
FAITHWARD ADVISORS, LLC 275 Hess Boulevard, Suite 100 Lancaster, PA, 17601	116978	$740,963,285	5347	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	$631,167,933	4894	A percentage of AUM
ATWATER MALICK 201 Granite Run Drive, Suite 290 Lancaster, PA, 17601	147972	$586,640,333	955	A percentage of AUM, Hourly charges, Fixed fees
MASTER'S WEALTH MANAGEMENT INC. 480 New Holland Avenue, Suite 7201 Lancaster, PA, 17602	328693	$415,439,107	1263	A percentage of AUM, Fixed fees
PSI CAPITAL MANAGEMENT 147 North Shippen Street, Lancaster, PA, 17602	117105	$287,136,320	1313	A percentage of AUM, Hourly charges, Fixed fees
ADARE ASSET MANAGEMENT, LLC 1853 William Penn Way, Suite 14 Lancaster, PA, 17601	152471	$126,930,400	216	A percentage of AUM
HERSHEY FINANCIAL ADVISERS, LLC 120 North Pointe Blvd, Suite 300 Lancaster, PA, 17601	149907	$123,044,352	1023	A percentage of AUM, Hourly charges, Fixed fees
OMICRON ADVISORS, LLC 300 Granite Run Drive, Suite 120 Lancaster, PA, 17601	165250	$106,136,811	165	A percentage of AUM, Hourly charges, Fixed fees
CHESTNUT STREET INVESTMENT COUNSEL, LLC 144 East Chestnut Street, Lancaster, PA, 17602	309741	$104,076,347	175	A percentage of AUM, Hourly charges, Fixed fees

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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

Address

Prudential

Address

Address

Address

Address

Address

Address

Address

Address

EPE Wealth Advisors

Address

Address

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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