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Find Retirement Advisors for Retirement Planning in Mechanicsburg, Pennsylvania

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Mechanicsburg, Pennsylvania

Last Updated - April 25, 2025

Mechanicsburg has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Mechanicsburg, Pennsylvania have an average of 11 years of experience.

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List of Qualified Retirement Planning Advisors in Mechanicsburg, Pennsylvania

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4050 Crums Mill Road,
Suite 204,
Harrisburg, PA 17112 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Chris Schiesser
CFP^®
Prudential

Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6031 University Boulevard,
Suite 150,
Ellicott City, MD 21043 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 5 Retirement Planning firms in Mechanicsburg, Pennsylvania (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	400 W Main St., Mechanicsburg, PA, 17055	$372,527,977	2271	17	A percentage of AUM, Hourly charges, Fixed fees
2	940 Century Drive, Suite B Mechanicsburg, PA, 17055-4376	$340,449,686	701	3	A percentage of AUM, Hourly charges
3	5000 Ritter Rd, Suite 202 Mechanicsburg, PA, 17055	$245,593,025	1322	8	A percentage of AUM, Hourly charges, Fixed fees
4	1205 Manor Drive, Ste 200 Mechanicsburg, PA, 17055	$210,000,000	297	7	A percentage of AUM, Hourly charges, Other (WRAP FEE PROGRAM)
5	100 Sterling Parkway, Suite 107 Mechanicsburg, PA, 17050	$194,360,783	990	6	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Mechanicsburg, Pennsylvania

LIFEGUIDE FINANCIAL ADVISORS, LLC

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QualificationsFirm CRD# 284842

Assets Under Management $372,527,977

No. Of Clients2271

Clients Per Financial Advisor134

LIFEGUIDE FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Mechanicsburg, Pennsylvania. With a nearly $373M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2271 clients. The team consists of 17 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

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MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

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QualificationsFirm CRD# 123322

Assets Under Management $340,449,686

No. Of Clients701

Clients Per Financial Advisor234

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY is a financial advisory firm situated in Mechanicsburg, Pennsylvania. With a nearly $340M assets under management, the firm specializes in crafting personalized retirement planning solutions for 701 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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GUARDIAN ASSET ADVISORS, LLC

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QualificationsFirm CRD# 144958

Assets Under Management $245,593,025

No. Of Clients1322

Clients Per Financial Advisor165

GUARDIAN ASSET ADVISORS, LLC is a financial advisory firm situated in Mechanicsburg, Pennsylvania. With a nearly $246M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1322 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
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

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IFS GROUP

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QualificationsFirm CRD# 328774

Assets Under Management $210,000,000

No. Of Clients297

Clients Per Financial Advisor42

IFS GROUP is a financial advisory firm situated in Mechanicsburg, Pennsylvania. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 297 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
Other (WRAP FEE PROGRAM)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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AVANTRA FAMILY WEALTH, INC.

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QualificationsFirm CRD# 288209

Assets Under Management $194,360,783

No. Of Clients990

Clients Per Financial Advisor165

AVANTRA FAMILY WEALTH, INC. is a financial advisory firm situated in Mechanicsburg, Pennsylvania. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 990 clients. The team consists of 6 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
Selection for other advisors

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

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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