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Find Retirement Advisors for Retirement Planning in Lancaster, Pennsylvania
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Lancaster, Pennsylvania
Last Updated - May 15, 2025Lancaster has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Lancaster, Pennsylvania have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Lancaster, Pennsylvania
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTom Hagigh
EPE Wealth Advisors
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 12 Retirement Planning firms in Lancaster, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 223 East Chestnut Street, Lancaster, PA, 17602 | $10,058,624,441 | 1579 | 50 | A percentage of AUM, Performance Based |
| 2 | 1800 Fruitville Pike, Lancaster, PA, 17601 | $1,796,065,985 | 1095 | 35 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 2025 Lititz Pike, Lancaster, PA, 17601 | $1,488,109,570 | 3378 | 19 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 275 Hess Boulevard, Suite 100 Lancaster, PA, 17601 | $740,963,285 | 5347 | 35 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES) |
| 5 | 275 Hess Boulevard, Suite 202 Lancaster, PA, 17601 | $631,167,933 | 4894 | 8 | A percentage of AUM |
| 6 | 201 Granite Run Drive, Suite 290 Lancaster, PA, 17601 | $586,640,333 | 955 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 480 New Holland Avenue, Suite 7201 Lancaster, PA, 17602 | $415,439,107 | 1263 | 12 | A percentage of AUM, Fixed fees |
| 8 | 147 North Shippen Street, Lancaster, PA, 17602 | $287,136,320 | 1313 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 1853 William Penn Way, Suite 14 Lancaster, PA, 17601 | $126,930,400 | 216 | 1 | A percentage of AUM |
| 10 | 120 North Pointe Blvd, Suite 300 Lancaster, PA, 17601 | $123,044,352 | 1023 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 300 Granite Run Drive, Suite 120 Lancaster, PA, 17601 | $106,136,811 | 165 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 144 East Chestnut Street, Lancaster, PA, 17602 | $104,076,347 | 175 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Lancaster, Pennsylvania
QualificationsFirm CRD# 106114
Assets Under Management $10,058,624,441
No. Of Clients1579
Clients Per Financial Advisor32
GARDNER RUSSO & QUINN LLC is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1579 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 122693
Assets Under Management $1,796,065,985
No. Of Clients1095
Clients Per Financial Advisor31
RKL PRIVATE WEALTH is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1095 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 121700
Assets Under Management $1,488,109,570
No. Of Clients3378
Clients Per Financial Advisor178
RODGERS & ASSOCIATES is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3378 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 116978
Assets Under Management $740,963,285
No. Of Clients5347
Clients Per Financial Advisor153
FAITHWARD ADVISORS, LLC is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $741M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5347 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING SERVICES)
QualificationsFirm CRD# 305092
Assets Under Management $631,167,933
No. Of Clients4894
Clients Per Financial Advisor612
FAITHWARD CAPITAL is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $631M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4894 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 147972
Assets Under Management $586,640,333
No. Of Clients955
Clients Per Financial Advisor191
ATWATER MALICK is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $587M assets under management, the firm specializes in crafting personalized retirement planning solutions for 955 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 328693
Assets Under Management $415,439,107
No. Of Clients1263
Clients Per Financial Advisor105
MASTER'S WEALTH MANAGEMENT INC. is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $415M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1263 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 117105
Assets Under Management $287,136,320
No. Of Clients1313
Clients Per Financial Advisor131
PSI CAPITAL MANAGEMENT is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1313 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 152471
Assets Under Management $126,930,400
No. Of Clients216
Clients Per Financial Advisor216
ADARE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 216 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 149907
Assets Under Management $123,044,352
No. Of Clients1023
Clients Per Financial Advisor146
HERSHEY FINANCIAL ADVISERS, LLC is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1023 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 165250
Assets Under Management $106,136,811
No. Of Clients165
Clients Per Financial Advisor83
OMICRON ADVISORS, LLC is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 165 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 309741
Assets Under Management $104,076,347
No. Of Clients175
Clients Per Financial Advisor44
CHESTNUT STREET INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 175 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.