Fiduciary Financial Advisors in Lancaster, PA, Helping Families Prepare for Retirement

As a fiduciary financial advisor in Lancaster, PA, we’re committed to putting your goals and best interests first — always. Our local team proudly serves families and individuals throughout Lancaster County, including Lancaster, Ephrata, Lititz, Manheim, Elizabethtown, and Mount Joy, with personalized financial planning and retirement strategies built around your life, not a one-size-fits-all model.

Call Us

(717) 727-7500

Lancaster Location

201 Granite Run Drive Lancaster, PA 17601

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Recognized investment advisors in the Lancaster community

Top 100 Advisor

CNBC, 2025

America’s Top RIAs

Forbes, 2025

Top RIAs

Financial Advisor Magazine

Award information and criteria can be found at conradsiegel.com/csia-disclosure

Frequently Asked Questions our Lancaster Financial Advisors Receive

Do you only provide financial planning services to those residing in Lancaster?

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).

Are your Lancaster advisors fiduciaries?

Yes! Conrad Siegel’s financial investment advisors are 100% full-time fiduciaries.

Can I meet with an advisor on your Lancaster team?

We’d love to schedule a quick introduction. You can book an intro call with our Lancaster team here.

What credentials do your advisors have?

Our lead Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals. We currently have multiple team members with a CFP®, ChFC®, or CFA® designation.

What is your investment philosophy?

The core of our investment philosophy is an academic, research-based, low-cost approach. Find out more on our Approach page.

What wealth management services do you offer in Lancaster, PA?

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.

Helping Families Across Lancaster County Prepare for Retirement

Our team of financial advisors in Lancaster proudly serves clients throughout Lancaster County, including:

Lititz
Ephrata
Manheim
Mount Joy
Elizabethtown
Columbia
Harrisburg

Meet Our Fiduciary Financial Advisors in Lancaster, PA

Brooke Petersen, CFP^®, ChFC^®

Mark Dixon, CFP^®

Brianna Yetter, CFP^®

Financial Planning Resources for Lancaster Investors

Retirement on the horizon? 7 things to consider

Many investors are focused on the “when”, “where”, and “how much” questions when it comes to retirement. Much of financial planning is focused on these questions too. In this column, we focus on other important items to consider in the years before retirement. These strategies may make a positive difference as you embark on financial freedom and security.

The Power of Purpose in Retirement

When people picture retirement, it’s often about slowing down — taking time to relax, finally getting through that stack of books, and spending more moments with loved ones. It sounds like the dream. But without the familiar rhythm of work and routine, some retirees find themselves asking: what now?

Teaching your kids and grandkids about money

Whether your kids or grandkids are 4, 14, or 24, teaching them about money is one of the most important gifts you can give them. Good money skills last a lifetime.

Retirement Conversations for Lancaster Families

Hosted by Conrad Siegel, the Real Talk Retirement podcast explores real questions retirees and pre-retirees ask every day. Each episode offers practical insights on retirement planning, investing, and navigating life’s financial transitions.

Listen Now!

Connected to the Lancaster Community

Our Lancaster team is proud to support and participate in organizations that strengthen the local community. Through volunteer involvement, partnerships, sponsorships, and leadership initiatives, we stay connected to the people and businesses that make Lancaster County a great place to live and work.