Explore Financial Advisors Serving Lancaster, PA

Personal Wealth Advisors provides personalized financial planning services for individuals and families facing major life transitions. Our team of certified advisors specializes in retirement planning, business succession strategies, and wealth management tailored to educators, business owners, and retirees. We combine deep industry expertise with a client-centered approach to address both practical financial needs and emotional considerations.

Sequinox provides personalized financial planning services in Lancaster, Pennsylvania, specializing in retirement strategies, tax reduction, and college savings. Our client-centric approach emphasizes transparency, education, and conservative investment philosophies. Recognized for excellence through multiple industry awards, we help individuals achieve long-term financial security.

Rodgers & Associates is a fee-only financial advisory firm specializing in retirement planning for high-net-worth individuals. We provide comprehensive services including investment management, tax minimization strategies, social security guidance, and estate planning. Our AGILE framework addresses retirement phases from pre-planning to post-retirement wealth management.

Hershey Financial Advisers delivers personalized wealth management solutions tailored to high-net-worth individuals, families, and business leaders. Our services encompass investment planning, tax optimization, estate planning, and financial clarity assessments. We prioritize fiduciary responsibility, aligning financial strategies with clients' values and long-term goals.

Atwater Malick is an independent, fee-only registered investment advisory firm providing customized wealth management and investment management services to clients with $1 million or more in investable assets. Founded in 2008, the firm emphasizes retirement income planning, fiduciary responsibility, and a contrarian investment approach focused on long-term value. The team delivers holistic financial guidance including estate planning, charitable giving, and education funding within a transparent, client-first partnership model.

Greenspring Advisors is a fee-only financial advisory firm offering fiduciary services to institutional and private clients. Founded in 2004, we specialize in retirement plan consulting, investment management, and comprehensive wealth strategies. Our client-centric approach combines evidence-based decision-making with personalized financial planning to help individuals and organizations achieve their financial objectives.

Your Financial Maven provides specialized accounting, tax compliance, and financial education services for small businesses and entrepreneurs. Our holistic approach combines technical expertise with personalized guidance to help clients achieve financial success. We offer tailored solutions including business structure analysis, tax preparation, 1099 compliance, and life insurance planning.