What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Lancaster, PA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Lancaster, PA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Ryan Moran
CFP®
Locus Wealth Management
West Chester, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Gifting, Debt Management, Tax Loss Harvesting, Budget coaching
Helping investors 50+ streamline their investment strategy, improve tax efficiency and reduce uncertainty.
Angie Stephenson
CFP®, CPA/PFS
Savant Wealth Management
Lancaster, PA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Robert Reese
Reese Legacy Capital
East Petersburg, PA
Specialties: Investment Management, Estate Planning, Trust Services, Inheritance
Reese Legacy Capital provides fiduciary, fee-only financial guidance focused on long-term legacy planning for individuals and families. Located in the Lancaster, PA, area, serving clients locally and across the country.
Timothy Decker
Greenspring Advisors
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate and legacy planning, Tax Advisory, Philanthropic services, Family CFO
Greenspring was built on a simple principle: to provide personalized private wealth management services while serving as a fee-only fiduciary. Our mission is to help you live your ideal life, however that looks for you. Offices in MD, NJ, NY, and PA.
John Owens
CFP®, EA, ECA, CPWA®
Brooklyn Fi
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.
Matt Staub
CFA
PSI Capital Management
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services
A Different Approach to Financial Planning. Most financial advisors start with investments—we start with you.
Donald DeMuth
CFA®, MBA, CPA/PFS/ABV
Mighty Oak Strong America Investment Company
Mechanicsburg, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Mechanicsburg, PA and serving the greater Harrisburg, PA area and clients nationwide
David Niggel
CFP®, ChFC®, AIF®
Key Wealth Partners
Lititz, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lititz, PA, serving clients locally and across the country
Bryce Brennan
MBA, CFP®, RICP®
PSI Capital Management
Lancaster, PA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Special Needs Planning, College Education Planning, Charitable Foundation & Endowment Services
As a fee-only, fiduciary firm, we offer transparent, conflict-free advice to individuals, businesses, and nonprofits. Based in Pennsylvania, we serve clients nationwide and globally, building wealth strategies that grow and adapt with them.
Rick Rodgers
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients across the country.
Vanessa Zook
CFP®, MBA
PSI Capital Management
Hershey, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services
A Different Approach to Financial Planning. Most financial advisors start with investments—we start with you.
Christopher Hershey
CFP®, CRPC®™
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients across the country.
James Adams
CFA®, CFP®, MBA
Lighthouse Wealth Management
Lancaster, PA
Specialties: Comprehensive Financial Planning, Asset Management, Estate Planning, Tax Planning, Retirement Income Planning, College Education Planning
Tax-focused comprehensive financial planning, serving central Pennsylvania, Maryland, and clients across the country.
Jeremie Patrick
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients across the country.
Adam Sclafani
CFP®, CRPC™
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients across the country.
Scott Smith
ChFC®, RICP®
PSI Capital Management
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
A Different Approach to Financial Planning. Most financial advisors start with investments—we start with you.
Chad Johnson
CPA, Candidate for CFP®
Spartan Wealth Solutions LLC
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lancaster, PA, serving clients locally and across the country
Jonathan Kiehl
CFP®, MBA, CKA®
Evenkiehl, LLC
Lancaster, PA
Specialties: Values-aligned Comprehensive Financial Planning, Values-aligned Investment Management, Retirement Income Planning, Tax Planning
Evenkiehl Financial Planning bridges the gap between values and finance, offering principled guidance to inspire purposeful stewardship and impactful generosity. Based in Lancaster, PA, we serve clients both locally and across the U.S.
Mark Brinser
CFP®
Stewardship Advisors, LLC
Mount Joy, PA
Specialties: Comprehensive Financial Life Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Creative Charitable Giving
Fee-Only financial planner located in Mount Joy, PA, serving clients locally and across the country
Teancum 'T' Light
JD, CPA, CFP®
Lighthouse Wealth Management
Lancaster, PA
Specialties: Comprehensive Financial Planning, Asset Management, Retirement Income Planning, Tax Planning, Family Office Services, Trusts & Estate Planning
Tax-focused comprehensive financial planning helping successful families reduce taxes, manage wealth, and retire with confidence.
Gabrielle Gioia
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients across the country.
Michael Lenick
ChFC®, RICP®
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning & Monitoring, Investment Management, Social Security Guidance, Lifestyle Planning, Estate Planning, Tax Minimization, Charitable Planning & Giving
We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
