The Best Financial Advisors in Lancaster

Here is our List of the 10 Lancaster Financial Advisor
Domani Wealth, LLC

At Domani Wealth, we listen to you—to understand your goals and to stay flexible to your changing needs and personal aspirations—and then bring all our experience to the table for the opportunities tomorrow has to offer.

We are passionate about doing what is right for our clients by managing and promoting financial security through knowledge, integrity, and understanding. We believe that access to industry-leading research and consulting services is critical to building a tailored plan designed to meet your financial goals.

You can depend on the experienced team at Domani Wealth to go the extra mile when it comes to providing financial advice with a focus on leading you and your family to a tomorrow filled with possibilities.

The advisors at Domani Wealth make every effort to steer you in the right direction and provide sound financial guidance in the wake of life’s most significant moments.

Services

  • RETIREMENT PLANNING
    Whether you plan on taking it easy or exploring new passions, the freedom to live the lifestyle you want in retirement depends on a variety of factors.
  • INVESTMENT MANAGEMENT
    Whether you desire an early retirement, need income in retirement, or want to provide a generous legacy for your family, the right mix of investments will help assist you toward accomplishing that goal.
1869 Charter Lane, Suite 302 Lancaster
RKL Wealth Management, LLC

At RKL Wealth Management, we believe your life’s work should enable you to pursue and achieve your most fulfilling life. That’s why we are proud to work together with our clients to tailor our wide range of financial planning and investment services to meet their unique needs.

Serving Central and Eastern Pennsylvania, RKL Wealth Management stands apart from other local investment advisory firms thanks to its unmatched level of knowledge, expertise and resources.

Formerly operated as Kuntz Lesher Capital in Lancaster, PA, and Sterling Financial Advisors in Wyomissing, PA, the two fully owned subsidiaries of RKL LLP united under the RKL Wealth Management brand in January 2016.

Services

  • For Individuals & Families
    Exceptional knowledge, service and experience is what defines RKL Wealth Management. You can count on our team of professional advisors to help you define your goals, make smart investment choices, plan for your future and, ultimately, pursue your most fulfilling life.
  • For Businesses
    Business owners count on RKL Wealth Management to help meet their current and future investment advisory and financial planning needs. Whether it’s designing and administering a retirement plan for your company or ensuring you’re on the right financial track for your business transition, we can help you move forward with confidence.
1800 Fruitville Pike, Lancaster, PA 17601
Ambassador Advisors, LLC

At Ambassador Advisors our team of experienced wealth managers and legacy professionals bring a well-balanced, stewardship-centered approach to financial planning. By providing financial guidance with integrity and experience, we believe we can impact the lives and financial well-being of you and those you cherish.

Since 1990, Ambassador Advisors has served a growing number of families, businesses, and nonprofit organizations in building a lasting legacy. Our team is based in Lancaster, Pennsylvania, with branch offices in Binghamton and Painted Post, New York, and Fort Myers and Naples, Florida.

Services

  • Wealth Management
    As you seek to build your wealth and attain your financial goals, it is important to have a trusted advisor by your side, assisting you in developing a financial strategy.
  • Insurance Planning
    The financial strategies ideal for your situation should be based upon your position in the Planning Life Cycle.
  • Retirement Planning
    Retirement. When you are in your 40s, it can seem so far away. Yet two decades later, retirement can seem like a looming deadline.
  • Estate Planning
    Planning for your demise, be it death or disability, is never easy. However, it is an important step to ensure your estate is properly distributed according to your wishes.

 

1755 Oregon Pike, Suite 100, Lancaster, PA 17601
Atwater Malik, LLC

Founded in 2008, Atwater Malick is an independent registered investment advisory firm. We provide customized portfolio management and financial planning on a fee-only basis. We act in a fiduciary capacity, meaning that we put the interests of our clients ahead of our own, and we do not sell financial products or collect commissions.

Most clients come to us during a time of transition, such as retirement, the passing of a spouse, receiving an inheritance, selling a business, divorce, etc. For prospective clients with $500,000 or more in investable assets, we welcome the opportunity to be your financial planning and investment management partner.

Services

  • Financial Planning
    Our financial planning process focuses on achieving financial goals, with an emphasis on retirement income planning. We also offer guidance with estate planning, charitable giving, education funding, insurance, real estate and other unique circumstances. We offer clients independent, unbiased advice.
  • Investment Management
    We consider the contrarian point of view in each investment decision that we make. When the stock market is gripped by fear and pessimism, we remain confident that stock prices will eventually reflect the long-term viability of the underlying companies. When the stock market experiences unjustified and excessive enthusiasm, we become cautious of overvalued stock prices.
3004 Hempland Road, Suite 1 Lancaster, PA 17601
PSI Capital Management

We are passionate about helping people achieve what they’ve set their hearts and minds to accomplish. We thrive in equipping people with knowledge so they can make informed financial decisions.

We enjoy helping people complete their financial plans and forge a pathway forward. And we find great satisfaction in having someone walk out of our office with the tools and resources they need to achieve their hopes and dreams throughout life’s journey.

We are a team of committed professionals dedicated to helping our clients experience abundance, prosperity and financial peace of mind. We provide tailored financial advice and customized investment management services for our clients.

Services

  • Financial Planning
    We provide tailored financial advice to each of our clients. In our comprehensive and holistic financial planning process, we explore all aspects of your financial picture and use what is discovered to build an active, living, breathing financial plan that guides all current and future financial and investment decisions.
  • Investment Management
    We provide customized investment management services for our clients. Using what we discovered in the financial planning process, we select investments that achieve the proper balance and diversification needed to meet their goals and objectives. We also monitoring and processing cash flows as necessary.
147 North Shippen Street Lancaster, PA 17602
Murray Securus Wealth Management, LLC

Murray’s team of more than 200 specialists allows us to work with each client on an individual level to conduct deep analysis of exposure, safety, business goals, areas of improvement, and opportunities for innovation.

Taken as a single service or as comprehensive protection for your entire business, our core solutions give clients confidence they are preparing for their company’s future scalability and sustainable strength.

We provide the smart solutions and deep expertise that help people be better prepared so they’re more secure. Our services vary widely, giving us the ability to create highly technical and tailored plans.

With nearly a century behind us, we offer the long-term security of a reliable company that understands and helps clients plan for the unpredictable nature of life.

Services

  • WEALTH MANAGEMENT
    Our firm offers a unique and refreshing approach, helping you manage your assets through coaching and education. What we offer, recommend, and plan for will grow and adapt to both changes in the market and your financial needs.
  • LIFE INSURANCE
    Life insurance helps cover the financial effects of unexpected or untimely death. How much insurance and the kind of insurance you purchase will change based on your individual situation.

 

39 North Duke Street Lancaster, PA 17608
Rodgers and Associates

We are fee-only financial advisers who focus on helping you become financially independent for retirement. Together, we specialize in the needs of high-net worth investors and provide ongoing guidance that puts your interests first.

We view retirement in five distinct phases, which we call AGILE. In each phase, we help you navigate critical decisions and milestones on your path to reaching your goals. We address your financial and personal considerations through a range of coordinated services, including investment management, social security guidance, estate planning, and healthcare advice.

The CFP seven-step financial planning process guides our partnership, but we also uncover opportunities aimed to minimize taxes, risk, and expenses as we protect your wealth. Our team of professionals and Certified Financial Planners™ serves clients in and around Central Pennsylvania as well as across the country.

Services

  • Financial Planning & Monitoring
    We will get your financial plan shaped up for the future and make sure it evolves with you. This starts by taking an inventory of assets and creating a net worth statement.
  • Investment Management
    We manage your investments within the context of your financial goals and consider all the resources available for reaching those goals.
  • Tax Minimization
    Retirees have many options to save on taxes if retirement savings have been well planned.

 

2025 Lititz Pike Lancaster, PA 17601

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria