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
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.
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
Fee-Only financial planner located in Lancaster, PA, serving clients locally and across the country
James Adams
CFA®, CFP®, MBA
Lighthouse Wealth Management
Lancaster, PA
Lighthouse Wealth. Illuminating Your Financial Future.
Jonathan Kiehl
CFP®, MBA, CKA®
Evenkiehl, LLC
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Evenkiehl specializes in tax efficient financial planning for investors who desire to align personal finance and values. Based in Lancaster, PA, Evenkiehl serves clients both locally and across the U.S.
Scott Smith
ChFC®, RICP®
PSI Capital Management
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
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
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services
Fee-Only financial planner located in Lancaster, PA, serving clients locally and 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.
Ryan Kelly
CFP®, CRPC®, AIF®, EA
Aries Financial Navigators
Lititz, PA
Specialties: Retirement Planning, Comprehensive Financial Planning, Tax Planning, Investment Management, College Education Planning
Fee-Only financial planner located in Lititz, PA servicing clients in the Philadelphia, Lancaster, and Harrisburg local communities, as well as clients nationwide via virtual meetings.
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.
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
Mark Brinser
CFP®
Stewardship Advisors, LLC
Mount Joy, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Mount Joy, PA, serving clients locally and across the country
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.
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.
Ashley Duff
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.
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
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
Fee-Only financial planner located in Lancaster, PA, serving clients locally and across the country
Teancum "T" Light
JD, CPA, CFP®
Lighthouse Wealth Management
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
Fee-Only financial planner with offices in Pennsylvania and Maryland, serving clients locally and across the country
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
Timothy Decker
AIF®
Greenspring Advisors
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate and legacy planning, Tax Advisory, Philanthropic services, Family CFO
Our mission is to align your goals with your passions; so living a richer life is not only possible, but achieved. Offices in MD, NJ, and PA, serving clients locally and 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)
