Waller Tax & Financial Services
“He makes sure you know what is going on with your investments and how things work.”
Best Financial Advisors in Lancaster, PA
22 firms listed · all 22 in Lancaster · 1 open weekends · 19 rated 4.5+ · 1 shows a license
Data verified October 24, 2026
Faithward Advisors
“I have no problem recommending Ambassador Advisors for any of your investment needs and especially recommend Dan!”
Landis Financial Advisors
“He cleared up all the confusion as to what policies would fit our needs.”
Sequinox
“In the almost year and a half since we've been with Sequinox, I feel like we're really on a path with a plan to a good retirement.”
David T. Hibshman Cpa, CFP
“We have presented David with some unique and complicated situations and he has always been able to help us manage any financial or accounting circumstances no matter how complex or unusual.”
Sage Financial
“The great team at Sage - Daniel, Fillipe, and Diane are easy to work with and helped us get to our goal of early retirement.”
The 22 firms listed for Lancaster, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Lancaster, PA
All 22 firms we list here are in Lancaster itself. We have 38 firms in Lancaster on file; this page shows the highest-rated 22. 21 of the firms on this page have a rating, from 4.0 to 5.0 across 398 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for all 22 of the firms on this page; 20 publish a contact page; 19 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Lancaster take financial planning bookings online?
3 of the 22 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
RKL
“RKL isn't cheap but like a great deal of services in life, you get what you pay for.”
Patterson Financial Services
Premier One Financial Company
“With everything constantly changing in the insurance field today, Scott keeps us up to date and answers all our questions and concerns in a timely manner.”
Regal Wealth Advisors
“Mike and his team have provided my wife and I excellent and competent financial advice.”
Arc Wealth Strategies
“They work with you to understand your situation and put a plan in place to help you achieve your goals.”
Brady Planning
“He listens and focuses on different strategies and tools for your business.”
Waterfront Financial
First Pointe Financial Services
“1000% trust this place to help my wife and I plan best for our futures.”
Assets & Insurance Management
“He works very hard for his clients, returns calls in a timely manner and overall is the best agent we have ever worked with!!”
Hershey Financial Advisers
“He also made me feel very comfortable asking all the questions I had because some people might have been annoyed.”
Teacher Benefit Strategies
Personal Wealth Advisory
Master's Wealth Management
Rowley Financial
Chestnut Street Investment Counsel
Mirus Financial Partners
Why these companies made our list
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