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Find Retirement Advisors for Retirement Planning in York, 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 you 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 registrations check. 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 York, Pennsylvania

Last Updated - March 21, 2024

York has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in York, Pennsylvania have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in York, Pennsylvania

advisor-photo
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Doug Miller J.D.
CFP®, CLU®
Northwestern Mutual

Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66

Minimum Assets Required
$50,000,000

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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Andrew Rosen
CFP®
Diversified, LLC

Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo
vector.svg VERIFIED

Mark Standard
Ubs

Qualifications
CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66

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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

Top 3 Retirement Planning firms in York, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
JOHNSON & WHITE WEALTH MANAGEMENT LLC
224 St. Charles Way, Suite 200
York, PA, 17402
$322,094,28911536
A Percentage of AUM, Hourly charges, Fixed Fees
2
COLLECTIVE FAMILY OFFICE, LLC
235 St. Charles Way, Suite 200
York, PA, 17402
$314,407,1493173
A Percentage of AUM
3
MACRO ADVISORS, INC.
526 Greenbriar Road,
York, PA, 17404
$168,504,62313727
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in York, Pennsylvania

QualificationsFirm CRD# 169795

Assets Under Management $322,094,289

No. Of Clients1153

Clients Per Financial Advisor192

JOHNSON & WHITE WEALTH MANAGEMENT LLC is a financial advisory firm situated in York, Pennsylvania. With a nearly $322M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1153 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 301274

Assets Under Management $314,407,149

No. Of Clients317

Clients Per Financial Advisor106

COLLECTIVE FAMILY OFFICE, LLC is a financial advisory firm situated in York, Pennsylvania. With a nearly $314M assets under management, the firm specializes in crafting personalized retirement planning solutions for 317 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 118832

Assets Under Management $168,504,623

No. Of Clients1372

Clients Per Financial Advisor196

MACRO ADVISORS, INC. is a financial advisory firm situated in York, Pennsylvania. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1372 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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