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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 Best Financial Advisors & Planners in Lancaster?

Looking for a qualified financial advisor in Lancaster? We can help you by narrowing down your options & listing the best financial advisors in Lancaster as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Lancaster near you with the list of certified and vetted Lancaster financial advisors.

List of Qualified Financial Advisors in Lancaster, Pennsylvania

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Jeremiah Sensenig

uFinancial Group

114 Foxshire Rd

Lancaster, PA 17601

610-750-9126

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Sean Reading

JW Cole Financial

200 East Main Street

Palmyra, PA 17078

717-838-3168

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Bill Parker

GrandView Asset Management

4200 Crums Mill Road Second Floor

Harrisburg, PA 17112

717-541-1000

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Matthew Wollick

Edelman Financial Engines, LLC

225 Wilmington West Chester Pike
Suite 200

Chadds Ford, PA 19317

484-362-0263

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Al Osgood, CFP®, MBA

Financial Freedom LLC

5 Great Valley Parkway
Suite 210

Malvern, PA 19355

610-296-9500

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Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355

800-211-7806

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Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

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Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road,
Suite 901

Towson, MD 21204

410-823-0592

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Amanda Salyer

Edelman Financial Engines, LLC

600 West Germantown Pike
Suite 100

Plymouth Meeting, PA 19462

484-679-4901

List of Additional Financial Advisors in Lancaster, Pennsylvania*

* Additional advisor listing is provided in partnership with Yext

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Braverman Financial Associates

2173 Embassy Drive

Lancaster, PA 17603
717-399-4030

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VILLA

51 N Queen St

Lancaster, PA 17603
717-399-4000

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VILLA

284 Park City Center

Lancaster, PA 17601
717-209-7105

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New Era Wealth Management

1853 William Penn Way
Suite 19

Lancaster, PA 17601
717-475-7394

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The White Heron Group - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-560-5900

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Equitable Advisors: Gregory Ashekian

205 Granite Run Drive
Suite 230

Lancaster, PA 17601
717-560-7015

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The Williard Group - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3207

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Paul J Kurisky - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4961

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Taylor D. Skelly - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4947

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Jen Aten - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4949

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Shree K Patel - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4950

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The JKG Group - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3212

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Douglas P Shank - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3202

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Stephen Kepchar Jr. - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3224

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Morgan Stanley Financial Advisors

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-560-5900

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Gregory Luscher - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4945

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John Saia

600 Centerville Rd

Lancaster, PA 17601
717-295-3228

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Anthony Decicco - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3217

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James Lemonick - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4951

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Matthew P Balasavage - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4969

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Bruce W DeBord - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4971

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D.Scott S Trower - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3219

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Kurt A Kreisher - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3231

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Robert J Balasavage - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3204

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Howard Williard - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3205

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Lori A Hagy - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4942

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Howard C Williard III - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3207

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Jane Shipe - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4943

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Brenda L Perrotti - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4940

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Kelly Trach - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-4944

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Bryant J Ferris - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3209

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Richard Conway - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3201

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Lauren M Bruckhart - Morgan Stanley

300 Granite Run Dr
Ste 300

Lancaster, PA 17601
717-519-3203

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

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 I 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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