Financial Advisors in Lancaster, PA
Our fiduciary investment advisors proudly serve Lancaster County, including Lancaster, Ephrata, Lititz, Manheim, Elizabethtown, and Mount Joy. Our local team is dedicated to helping residents create personalized financial plans that put their goals and best interests first.
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Recognized investment advisors
Top 100 Advisor
CNBC, 2024
America’s Top RIAs
Forbes, 2024
Top RIAs
Financial Advisor Magazine
Award information and criteria can be found at conradsiegel.com/csia-disclosure
Common Frequently Asked Questions our Financial Advisors in Lancaster Get
No. We have a physical office in Lancaster, PA. We also have an office in Harrisburg, PA. Together, we service clients all over Central PA (and the country).
Yes! Conrad Siegel’s financial investment advisors are 100% full-time fiduciaries.
We’d love to schedule a quick introduction. You can book an intro call with our Lancaster team here.
Our lead Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals. We currently have multiple team members with a CFP®, ChFC®, or CFA® designation.
The core of our investment philosophy is an academic, research-based, low-cost approach. Find out more on our Approach page.
At a high level, our services can be categorized as:
Within these service pillars, we offer a comprehensive lineup of additional services and add-ons carefully designed to help you manage all aspects of your financial life.
Lancaster presence | Central PA leaders
Our team of financial advisors in Lancaster proudly serves clients throughout Lancaster County, including:
- Lititz
- Ephrata
- Manheim
- Mount Joy
- Elizabethtown
- Columbia
- Harrisburg
