Financial Advisors in Lancaster, PA
Our local investment planning team is ready to partner with Lancaster County residents . If you’re looking for a team of fiduciaries that puts your interests first – our team of advisors in Lancaster is ready to help!
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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
Lancaster financial planning FAQs
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
We serve clients in Lancaster as well as surrounding towns & cities:
- Lititz
- Ephrata
- Manheim
- Mount Joy
- Elizabethtown
- Columbia
- Harrisburg
