Top financial advisors in York, 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.
If you're approaching retirement age in York, PA, planning your income streams carefully can help you avoid unexpected tax hits and ensure your savings last. A common mistake is not accounting for how different income sources interact with tax rules, which can reduce your net income.
- Retirement income tax knowledge. Confirm the advisor understands that retirement income is generally exempt from state income tax after eligible retirement age in Pennsylvania.
- Income sequencing strategy. Ask how they plan the order of withdrawals from accounts to minimize taxes and maximize longevity.
- Social Security timing. Discuss when to start Social Security benefits to optimize your overall retirement cash flow.
- Expense forecasting. Ensure they consider your expected living costs and healthcare needs to create a realistic income plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kathleen B
Series 66
York, PA
Wells Fargo Clearing
Kathleen Becker's 15 years of experience at Wells Fargo Clearing in York, PA, equip her to address retirement income planning with a focus on tax-efficient strategies and income sequencing. Her firm’s IPS-driven approach and access to diverse financial products, combined with a flat-fee structure and service to high-net-worth clients, distinguish her from other advisors in the area.
Experience: 15 years
Avg account: $475,575
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Michael W
Series 66
York, PA
Morgan Stanley
Michael Washburn in York, PA, offers retirement income planning with 16 years of experience and a Series 66 designation, supported by Morgan Stanley's extensive resources managing $2.74 trillion in assets. His role on a local planning commission adds community insight, distinguishing him from others by combining large-firm capabilities with local expertise and a focus on general estate planning guidance.
Experience: 16 years
Avg account: $670,481
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Matthew G
CFA®, Series 65
York, PA
Savant Wealth Management
Matthew Gavel specializes in retirement income strategy and Social Security optimization, making him well-suited to help clients in York, PA, plan tax-efficient retirement income streams. Working at Savant Wealth Management, a large firm with a flat-fee option and a structured, evidence-based investment approach, he offers comprehensive services including financial planning and corporate retirement plan consulting, differentiating him from advisors focused solely on individual wealth management.
Experience: 11 years
Avg account: $2,108,203
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Jeremy S
Series 63, Series 65
York, PA
Wells Fargo Advisors
Jeremy Snedegar's 30 years of experience and Series 63 and 65 designations equip him to address retirement income planning in York, PA, especially for high-net-worth clients. His affiliation with Wells Fargo Advisors, a large firm offering IPS-driven strategies and insurance products, differentiates him by combining seasoned expertise with comprehensive investment options tailored to complex financial needs.
Experience: 31 years
Avg account: $514,335
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Jake K
VerifiedCFP®, Series 65, Series 63, Series 7
York, PA
Harvest Rock Advisors, LLC
Jake King specializes in retirement income strategy and tax planning, making him well-suited for clients approaching retirement in York, PA. As a CFP®-certified advisor at a large firm, he offers flat-fee financial planning and consulting, focusing on retirement withdrawal strategies and Roth conversions, which may provide a structured and cost-effective approach compared to other advisors in the area.
Experience: 2 years
Avg account: $378,281
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