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Financial planning in Lancaster, PA

20 advisers in Lancaster offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 20

Arx Private Wealth1891 Santa Barbara Drive, Suite 206 · Lancaster, PA 17601 · (717) 219-8226 · Financial planningCRD 338631 · % of assets, Hourly charges · $113.6 million AUMSEC registeredNo commissions reportedAtwater Malick201 Granite Run Drive, Suite 290 · Lancaster, PA 17601 · (717) 400-1505 · Financial planningCRD 147972 · % of assets, Hourly charges, Fixed fees · $687.4 million AUMSEC registeredNo commissions reportedCarriage Hill Investment Associates LLC3545 Marietta Ave, Suite P · Lancaster, PA 17601 · (717) 431-2025 · Financial planningCRD 304487 · % of assets, Hourly charges · $50.2 million AUMState registeredNo commissions reportedChestnut Street Investment Counsel, LLC144 East Chestnut Street · Lancaster, PA 17602 · (717) 947-3850 · Financial planningCRD 309741 · % of assets, Hourly charges, Fixed fees · $119.5 million AUMSEC registeredNo commissions reportedEagle Rock Financial Advisers, LTD.2501 Oregon Pike, Suite 104 · Lancaster, PA 17601 · (717) 569-4577 · Financial planningCRD 125749 · % of assets, Hourly charges, Fixed fees · $48.9 million AUMState registeredNo commissions reportedFaithward Advisors, LLC275 Hess Boulevard, Suite 100 · Lancaster, PA 17601 · (717) 560-8300 · Financial planningCRD 116978 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedHershey Financial Advisers, LLC120 North Pointe Blvd, Suite 300 · Lancaster, PA 17601 · (717) 295-8888 · Financial planningCRD 149907 · % of assets, Hourly charges, Fixed fees · $151.7 million AUMSEC registeredNo commissions reportedLife Stewardship Advisors24 B East Roseville Road · Lancaster, PA 17601 · (717) 560-2813 · Financial planningCRD 169299 · % of assets, Hourly charges, Fixed fees · $16.9 million AUMState registeredNo commissions reportedMangolds Investment Advisors INC.2938 Columbia Avenue, Suite 801 · Lancaster, PA 17603 · (717) 984-3017 · Financial planningCRD 307437 · % of assets, Hourly charges · $65.4 million AUMState registeredNo commissions reportedOdyssey Group Wealth Advisors22a East Roseville Road · Lancaster, PA 17601 · (717) 553-4722 · Financial planningCRD 336636 · % of assets · $420.9 million AUMSEC registeredNo commissions reported
Omicron Advisors, LLC300 Granite Run Drive, Suite 120 · Lancaster, PA 17601 · (302) 453-9662 · Financial planningCRD 165250 · % of assets, Hourly charges, Fixed fees · $151.2 million AUMSEC registeredNo commissions reportedPersonal Wealth Advisory, LLC630 Delp Road, Suite 100 · Lancaster, PA 17601 · (717) 735-1170 · Financial planningCRD 125259 · Hourly charges, Fixed feesState registeredNo commissions reportedPsi Capital Management147 North Shippen Street · Lancaster, PA 17602 · (717) 207-7123 · Financial planningCRD 117105 · % of assets, Hourly charges, Fixed fees · $384.8 million AUMSEC registeredNo commissions reportedRkl Private Wealth1800 Fruitville Pike · Lancaster, PA 17601 · (717) 399-1700 · Financial planningCRD 122693 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedRodgers & Associates2025 Lititz Pike · Lancaster, PA 17601 · (717) 560-3800 · Financial planningCRD 121700 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedRowley Financial600j Eden Road, Suite 4 · Lancaster, PA 17601 · (717) 509-6060 · Financial planningCRD 326723 · % of assets, Hourly charges, Fixed fees · $97.9 million AUMState registeredNo commissions reportedSequinox Wealth Management, LLC941 Wheatland Ave., Suite 101 · Lancaster, PA 17603 · (717) 397-7957 · Financial planningCRD 335246 · % of assets, Fixed fees · $160.0 million AUMSEC registeredNo commissions reportedStahl Wealth Management, LLC911 State Street, Suite 214 · Lancaster, PA 17603 · (717) 222-7547 · Financial planningCRD 310827 · % of assets, Hourly charges, Other · $65.2 million AUMState registeredNo commissions reportedStrubel Investment Management, LLC1853 William Penn Way, Executive Offices Suite 1 · Lancaster, PA 17601 · (717) 293-1170 · Financial planningCRD 151455 · % of assets, Hourly charges · $55.2 million AUMState registeredNo commissions reportedVantus Wealth415 North Prince Street, Suite 200 · Lancaster, PA 17603 · (844) 682-6887 · Financial planningCRD 337216 · % of assets, Hourly charges, Fixed fees · $439.8 million AUMSEC registeredNo commissions reported