Top financial advisors in Lancaster, PA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
When you're planning your retirement income in Lancaster, PA, it's important to consider how state tax exemptions after eligible retirement age can affect your strategy. A common mistake is not accounting for these exemptions, which can lead to unnecessary tax payments.
- Retirement income focus. Confirm how the advisor incorporates Pennsylvania's state tax exemptions into your income planning.
- Withdrawal sequencing. Ask how they prioritize withdrawals to maximize tax efficiency given local tax rules.
- Longevity planning. Ensure they model your income needs beyond standard retirement age, considering tax-exempt income phases.
- Coordination with tax professionals. Check if they collaborate with your tax preparer to align retirement income strategies with state tax laws.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Richard H
Lancaster, PA
Chestnut Street Investment Counsel, LLC
Richard Heilig's 33 years of experience and focus on general retirement planning make him well-suited to address retirement income strategies in Lancaster, PA, including state tax considerations. His firm offers discretionary investment management with a long-term portfolio approach and provides flat-fee and AUM-based pricing, distinguishing him from advisors with different fee structures or investment styles.
Experience: 34 years
Avg account: $1,406,211
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Karl L
Series 65
Lancaster, PA
PSI Capital Management
Karl Lehman offers retirement income planning in Lancaster, PA, with 25 years of experience and a Series 65 designation, focusing on general retirement planning. His firm, PSI Capital Management, uses a Modern Portfolio Theory approach with mutual funds and ETFs, providing flat-fee and hourly options, which may appeal to clients seeking flexible fee structures and a disciplined investment process.
Experience: 25 years
Avg account: $747,859
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Sam F
CFP®, ChFC®
Lancaster, PA
Harvest Financial Planning Associates, LLC
Sam Feiser specializes in serving approaching retirees and retired clients in Lancaster, PA, with a focus on tax strategies for small businesses and inherited wealth. His firm, Harvest Financial Planning Associates, LLC, caters to trade workers and powerplant employees, offering a practical approach without formal suits and a fee structure that scales with assets under management. This advisor's experience and community focus differentiate him from others in the area.
Experience: 7 years
Avg account: $263,416
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Harry R
Series 63, Series 65
Lancaster, PA
Wells Fargo Clearing
Harry Reidenbach's extensive 44 years of experience and Series 63 and 65 designations position him well to address retirement income planning in Lancaster, PA, including state tax considerations. Affiliated with Wells Fargo Clearing, a large firm offering IPS-driven, modern portfolio theory-based strategies and retirement plan consulting, he serves high-net-worth clients with a flat-fee and AUM fee structure, differentiating him from advisors with smaller practices or different fee models.
Experience: 44 years
Avg account: $475,575
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Christopher H
Series 63, Series 65
Lancaster, PA
Lancaster County Financial Group, LLC
Christopher Hasircoglu offers retirement income strategy expertise in Lancaster, PA, with 35 years of experience and specialties including retirement withdrawal strategies and general estate planning guidance. His firm provides both discretionary managed portfolios and hourly consulting fees ranging from $75 to $250, serving a broad client base from individuals to trusts, which may suit clients seeking flexible fee options and personalized asset allocation.
Experience: 35 years
Avg account: $347,112
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