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528 advisors near
17579
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Out of 400,000+ nationwide
Wendel K
Series 66
East Petersburg, PA
Comprehensive Financial Planning, Inc.
Wendel King is a Series 66-licensed financial advisor with Comprehensive Financial Planning, Inc., where he has worked since 2007. He has 18 years of industry experience and also manages group medical insurance programs through a related business, Comprehensive Benefit Marketing Services, Inc. King serves as a board member for Tel Hai Retirement Community, overseeing leadership activities and expansion projects. Comprehensive Financial Planning, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an asset-allocation focused approach, utilizing fundamental, technical, and cyclical analysis to manage portfolios and provide regular client reporting.
Adrian Y
Series 66
Lancaster, PA
Faithward Advisors, LLC
Adrian Young is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation and 24 years of industry experience. His career includes roles at firms such as Ambassador Advisors, Equitable Advisors, and American Portfolios Financial Services. Outside of his advisory work, he serves as a board member for Cornerstone Pregnancy Care Services and manages Caroli Creative, an LLC focused on art and theatrical investments for his children. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, providing discretionary portfolio management and financial planning. The firm employs a combination of Modern Portfolio Theory, quantitative and fundamental analysis, and offers a Biblically Responsible Investing policy integrated into client strategies.
Lee P
Series 66
Lancaster, PA
Faithward Advisors, LLC
Lee Paglia is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Faithward Advisors, he worked for Select Medical for over two decades. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities through discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies including Modern Portfolio Theory and Biblically Responsible Investing, managing approximately $1.05 billion in assets across six offices.
James W
Series 66
Gap, PA
Bare Wealth Advisors
James Wahlberg is an Investment Advisor Representative with Bare Wealth Advisors and holds the Series 66 designation. He has eight years of industry experience, primarily with Bare Wealth Advisors and its predecessor firms. Outside of his advisory role, he volunteers as a church deacon and participates in children’s ministry programs. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment process involving multi-method analysis, periodic rebalancing, and the use of third-party sub-advisors and model strategies.
Scott S
Series 63, Series 65
Lancaster, PA
PSI Capital Management
Scott Smith is a financial advisor with PSI Capital Management in Lancaster, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Securities Service Network, Inc. and Planning Strategies, Inc. since the early 2000s. Outside of his advisory role, Smith is an educational book author and serves as Vice President and President of the Board of Directors for The Hershey Partnership, a nonprofit organization. PSI Capital Management is an SEC-registered investment adviser that provides financial planning, pension consulting, and investment management services to individuals, plans, trusts, and charitable organizations. The firm uses a Modern Portfolio Theory-based process and primarily advises with mutual funds and ETFs, offering both discretionary and non-discretionary management.
George W
Series 63, Series 65
Lancaster, PA
Hazlett, Burt & Watson, Inc.
George Weaver III is a financial advisor with Hazlett, Burt & Watson, Inc. in Lancaster, PA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Hazlett, Burt & Watson since 1994. Hazlett, Burt & Watson’s division, Security Capital Management, provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm uses an asset allocation investment approach guided by economic forecasting and research, offering both discretionary and non-discretionary portfolio management alongside various financial planning engagements.
Gabrielle G
CFP®
Lancaster, PA
Rodgers & Associates
Gabrielle Gioia is a CFP® professional with four years of experience at Rodgers & Associates in Lancaster, PA. Prior to her advisory role, she worked over a decade at Rita's Water Ice Store #20. Rodgers & Associates provides wealth management and financial planning services primarily to individuals nearing retirement or who are retired. The firm manages approximately $1.49 billion across about 980 clients, using a quantitative security-selection process focused on mutual funds and ETFs, with discretionary portfolio management guided by client-specific investment policies.
Steven S
ChFC®, Series 63, Series 65
Lancaster, PA
Hazlett, Burt & Watson, Inc.
Steven Sell is a financial advisor at Hazlett, Burt & Watson, Inc. with 29 years of industry experience. He has been with Hazlett, Burt & Watson since 2001 and holds the ChFC® designation as well as Series 63 and Series 65 licenses. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers a range of discretionary and non-discretionary account options across multiple asset classes.
Daniel J
CFA®
Leola, PA
G&H Investments
Daniel Jennings is a CFA® charterholder with three years of experience at G&H Investments, located in Leola, PA. His prior work history includes roles at Conestoga Wood Specialties, BNY Mellon, and Randstad USA. G&H Investments provides discretionary investment management and consulting services primarily to individuals, high-net-worth clients, trusts, and select business clients. The firm emphasizes long-term holdings through a combination of high-quality fixed-income portfolios and concentrated equity positions, utilizing a detailed municipal credit research process and selective options strategies.
Gabriel S
Series 65
Lancaster, PA
Vantus Wealth
Gabriel Sedora is a financial advisor at Vantus Wealth in Lancaster, PA, holding a Series 65 designation with one year of industry experience. Prior to joining Vantus Wealth, he worked at Liberty Financial Strategies, Red Lion Area School District, WEIS Markets, and Minor. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary investment management, financial planning, consulting, and retirement-plan fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.
Charles B
CFP®
Lancaster, PA
Financial Consulate
Charles Bender is a CFP® professional with 14 years of industry experience, currently serving at The Financial Consulate since 2006. He is based in Lancaster, PA. The Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm integrates tax and accounting services with investment advisory, applying a "Risk Opportunity Investing" framework that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.
Daniel B
Series 63, Series 65
Lancaster, PA
Faithward Advisors, LLC
Daniel Bailey is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at American Portfolios Financial Services, Inc, Equitable Advisors, and Ambassador Advisors, LLC. Outside of advising, Bailey serves as an elder at Lancaster Evangelical Free Church and is a board member of Lititz Springs Park. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities, managing over $1 billion in assets. The firm employs a range of strategies including Modern Portfolio Theory, fundamental and quantitative analysis, and offers Biblically Responsible Investing options.
Jessica R
Series 63, Series 65
Lancaster, PA
Rodgers & Associates
Jessica Rodgers is a financial advisor at Rodgers & Associates with 24 years of industry experience. She has been with the firm since 1996 and holds Series 63 and Series 65 licenses. Outside of advisory work, she is involved in book sales and speaking engagements through Plan Smart, LLC. Rodgers & Associates provides discretionary investment management, financial planning, and hourly consulting primarily to individuals nearing or in retirement, as well as pension plans, trusts, corporations, and estates. The firm employs a quantitative security-selection approach and manages portfolios using mutual funds and ETFs, with continuous account reviews conducted by assigned advisors.
Kurtis E
Series 65
Gap, PA
Bare Wealth Advisors
Kurtis Eby is a financial advisor at Bare Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Univest Bank and Trust for seven years. Kurtis also has a background in full-time education for two years. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm offers investment management, financial planning, and retirement plan consulting, using a customized investment approach that incorporates asset allocation, rebalancing, and multi-method analysis.
Maggie F
CFP®, Series 65
Lancaster, PA
Arx Private Wealth
Maggie Fisher is a CFP® and Series 65 credentialed advisor with four years of industry experience. She currently works at Arx Private Wealth, where she has been since 2026. Prior to this, she spent five years with RKL Wealth Management LLC and has held various roles outside finance, including positions at Sauder's Eggs and the PA Horticultural Society. Arx Private Wealth provides discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other advisers, and family offices. The firm focuses on asset allocation using third-party model portfolios and independent managers, combining long-term investment strategies with tactical short-term trades.
Joseph H
CFA®, Series 63
Lancaster, PA
Hazlett, Burt & Watson, Inc.
Joseph Hess is a CFA® charterholder with 16 years of industry experience. He currently works at Hazlett, Burt & Watson, Inc. and previously spent 15 years with The Vanguard Group, Inc. Outside of his advisory role, he owns and manages a rental property in Lancaster, PA. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based approach supported by documented processes, third-party research, and ongoing monitoring across a variety of traditional and alternative asset classes.
Jeffrey H
Series 65
Leola, PA
G&H Investments
Jeffrey Hartman is a financial advisor with G&H Investments in Leola, PA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Gross Investments for nine years. G&H Investments provides discretionary investment management and non-discretionary consulting to individuals, high-net-worth clients, trusts, and select business clients. The firm emphasizes long-term holdings through a diversified approach combining a laddered, high-quality fixed-income sleeve and a concentrated equity portfolio, alongside municipal credit research and selective options strategies.
Joyce L
CFP®, Series 63
Lancaster, PA
Hazlett, Burt & Watson, Inc.
Joyce Libby is a CFP® professional with 23 years of experience in the financial services industry. She has worked at Hazlett Burt & Watson, Inc. since 2019 and previously held positions at LPL Financial and EHD Advisory Services, Inc. She is part of Security Capital Management, a division of Hazlett Burt & Watson, Inc. that serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm’s investment approach focuses on asset allocation informed by economic forecasting and third-party research, offering both discretionary and non-discretionary portfolio management along with various financial planning services.
Joshua G
Series 65
Lancaster, PA
Arx Private Wealth
Joshua Guevin is a financial advisor at Arx Private Wealth with a Series 65 designation and four years of industry experience. He previously worked at RKL Wealth Management LLC for five years and has experience in academic roles at Villanova University and the University of Valley Forge. Arx Private Wealth serves a small client base that includes high-net-worth individuals, family offices, and other advisers, offering discretionary portfolio management, financial planning, and wealth transfer services. The firm primarily invests through ETFs, equities, and bonds using model portfolios and independent managers, focusing on long-term purchases complemented by tactical short-term actions.
Bryan M
Series 65, Series 63
Lancaster, PA
Faithward Advisors, LLC
Bryan Mahon is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding Series 65 and Series 63 licenses with four years of industry experience. His work history includes roles at OSAIC, NYLIFE Securities LLC, New York Life Insurance Company, and Under Armour Inc. before joining Faithward Advisors. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, providing discretionary portfolio management, financial planning, estate management, and pension consulting. The firm uses a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options, managing over $1 billion in assets with a team of 18 advisors across multiple offices.
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528 advisors near
17579
within the area shown on the map
Out of 400,000+ nationwide