Top business Financial Management financial advisors in York, PA

Kathleen Becker is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for 10 years. Becker co-owns an investment-related business with her spouse, although she does not actively work in that capacity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients various options for implementation through brokerage or advisory programs.

Michael Washburn is a financial advisor with Morgan Stanley in York, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves as a Planning Commission Member for Lower Allen Township. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and Corporate Financial Planning agreements.

Matthew Gavel is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously spent six years at Domani Wealth, LLC (formerly Pbwm Holdings). Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated accounting, legal, and trust services.

Jeremy Snedegar is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of his advisory work, he serves as the secretary of the Briar Bend Homeowners Association in York, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that include retirement, education, risk management, and specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored recommendations.

Jake is a financial planner and investment advisor at Harvest Rock Advisors, an independent financial services firm serving the greater Susquehanna Valley region. He works with clients 50+ to help them plan confidently and keep more of what they’ve built through smart tax, investment, and retirement planning. He is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Series 65, Series 7, and Series 63 securities licenses. Jake lives in Lancaster County, PA with his wife, kids, one dog, and one cat. When he's not at youth sporting events, he enjoys running and cycling. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Harvest Rock Advisors, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Thomas Helmig Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors. The firm offers managed account programs, discretionary portfolio management, and brokerage services through a combination of personal financial advisors and an affiliated registered broker-dealer, with a focus on manager selection and tax-efficient investment strategies.

Zachary Olinger is a CFP® with 11 years of industry experience, currently serving as an advisor at CAP Partners, LLC since 2018. Prior to joining CAP Partners, he worked at Guardian Life from 2015 to 2018. CAP Partners, LLC is an SEC-registered, multi-member investment adviser that provides personalized investment management, financial planning, and counseling to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm typically employs a long-term, buy-and-hold investment approach combined with fundamental, technical, and cyclical analysis.

Heath Biller is a Series 65-credentialed advisor with Fiduciary Financial Advisors in Grand Rapids, MI, bringing five years of industry experience. He also works part-time as a registered nurse at Mary Free Bed hospital. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and foundations. The firm offers a range of services such as discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO engagements, with a noted emphasis on digital-asset advisory and formal trust arrangements.

Michael Turvey is a CFP® with 12 years of industry experience and currently serves at Soltis Investment Advisors, LLC. His prior experience includes positions at Charles Schwab and Co., Inc., Td Ameritrade Institutional, and Thinkorswim Advisors, Inc. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory–based investment process combining quantitative and qualitative analysis and manages approximately $13 billion in client assets.