Top financial advisors in Lebanon, 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.
You might be considering your retirement income strategy if you're approaching eligible retirement age and want to understand how to maximize your income without unexpected tax hits. A common mistake is not accounting for how state tax exemptions on retirement income in Pennsylvania can affect your overall plan.
- State tax knowledge. Confirm the advisor understands that retirement income is generally exempt from state income tax after eligible retirement age in Pennsylvania.
- Income sequencing. Ask how they plan withdrawals to balance tax efficiency and cash flow needs throughout retirement.
- Experience with local regulations. Ensure they consider Pennsylvania-specific rules that impact retirement accounts and income streams.
- Coordination with other income sources. Check how they integrate Social Security, pensions, and investments into a cohesive retirement income plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kevin K
ChFC®, Series 63, Series 65
Lebanon, PA
LPL Enterprise
Kevin Kleinfelter's 42 years of experience and ChFC® designation equip him to navigate Pennsylvania's retirement income tax exemptions and local regulations effectively. Operating within LPL Enterprise, a large firm, he offers flat-fee and hourly financial planning services, catering to self-employed individuals and business owners, which distinguishes him from other advisors in Lebanon, PA.
Experience: 43 years
Avg account: $239,757
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Letizia C
Series 63, Series 65
Lebanon, PA
LPL Financial
Letizia Centini's 27 years of experience and Series 63 and 65 licenses position her well to navigate Pennsylvania's retirement income tax exemptions and local regulations. Affiliated with LPL Financial, a large firm offering both discretionary and non-discretionary management, she provides flat-fee financial planning, which may appeal to clients seeking transparent costs and seasoned guidance in Lebanon, PA.
Experience: 27 years
Avg account: $399,489
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Ruston W
CFP®
Lebanon, PA
Apricus Wealth LLC
Ruston Wolfe offers retirement planning expertise in Lebanon, PA, with a focus on cash flow, budgeting, and tax planning, which is crucial for managing retirement income and state tax exemptions. His CFP® certification, experience at Apricus Wealth LLC—a firm known for tailored, discretionary investment strategies—and a 1.00% AUM fee provide a blend of personalized service and professional credentials that distinguish him from other advisors.
Experience: 2 years
Avg account: $3,356,864
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Lindsay M
Series 63, Series 66
Lebanon, PA
Hightower Advisors
Lindsay Mills offers expertise in wealth management and retirement plans for business owners, supported by 19 years of experience and Series 63 and 66 designations, making her well-equipped to navigate Pennsylvania's retirement income tax landscape. Affiliated with Hightower Advisors, a large firm serving high-net-worth clients, she provides flat-fee financial planning and employs a disciplined investment approach combining fundamental and quantitative analysis.
Experience: 19 years
Avg account: $2,848,795
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Scott B
ChFC®, Series 63
Lebanon, PA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Scott Biltz offers retirement income strategy expertise in Lebanon, PA, with 30 years of experience and credentials including ChFC® and Series 63. Operating within a large firm, he provides flat-fee financial planning and serves established professionals, integrating Social Security optimization and cash flow management to address Pennsylvania-specific retirement tax considerations.
Experience: 30 years
Avg account: $410,135
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