National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 - April 25, 2025

Lancaster has 12 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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Lancaster, Pennsylvania

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Chris 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Diversified, LLC
CFP®

Qualifications
Firm CRD# 331709
Series 65

Minimum Assets Required
$250,000

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Tom 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 12 Retirement Planning firms in Lancaster, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

223 East Chestnut Street,
Lancaster, PA, 17602
$10,058,624,441157950
A percentage of AUM, Performance Based
2

1800 Fruitville Pike,
Lancaster, PA, 17601
$1,796,065,985109535
A percentage of AUM, Hourly charges, Fixed fees
3

2025 Lititz Pike,
Lancaster, PA, 17601
$1,488,109,570337819
A percentage of AUM, Hourly charges, Fixed fees
4

275 Hess Boulevard, Suite 100
Lancaster, PA, 17601
$740,963,285534735
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
$631,167,93348948
A percentage of AUM
6

201 Granite Run Drive, Suite 290
Lancaster, PA, 17601
$586,640,3339555
A percentage of AUM, Hourly charges, Fixed fees
7

480 New Holland Avenue, Suite 7201
Lancaster, PA, 17602
$415,439,107126312
A percentage of AUM, Fixed fees
8

147 North Shippen Street,
Lancaster, PA, 17602
$287,136,320131310
A percentage of AUM, Hourly charges, Fixed fees
9

1853 William Penn Way, Suite 14
Lancaster, PA, 17601
$126,930,4002161
A percentage of AUM
10

120 North Pointe Blvd, Suite 300
Lancaster, PA, 17601
$123,044,35210237
A percentage of AUM, Hourly charges, Fixed fees
11

300 Granite Run Drive, Suite 120
Lancaster, PA, 17601
$106,136,8111652
A percentage of AUM, Hourly charges, Fixed fees
12

144 East Chestnut Street,
Lancaster, PA, 17602
$104,076,3471754
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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners