Lancaster County Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lancaster County Financial Group provides investment management, wealth planning and consulting to individuals, trusts, retirement plans and businesses. The firm offers its Managed Asset Allocation Model (MAAM) discretionary portfolio management, as well as hourly wealth-planning and consulting engagements.
Advisers develop individualized asset-allocation models (from conservative income to all-equity) and rebalance portfolios periodically based on client objectives and the prevailing economic environment. Portfolios may include stocks, bonds, mutual funds, ETFs, variable annuity subaccounts and structured notes, and clients may impose reasonable investment restrictions.
The firm is a small, founder-led practice managing roughly $69.2 million in discretionary assets for about 198 clients with two advisers, resulting in a relatively concentrated client load per adviser compared with many peers. The principal also conducts broker-dealer and insurance activities (including acting as a registered representative and an independent insurance agent and spending several hours weekly on insurance work) and the brochure discloses that some transactions may generate commissions or trail compensation; the firm states it addresses resulting conflicts through disclosure, fiduciary obligations and internal policies.
Client services
Expertise
Fee options
$0 - $149,999: 1.25% $150,000 - $299,999: 0.99% $300,000 - $599,999: 0.89% $600,000 - $999,999: 0.79% $1 million+: 0.75% $0 - $1 million +: 0.45% Conservative Income
Commissions from sales of securities through registered broker-dealer Osaic and commissions from insurance sales as an independent insurance agent, separate from advisory fees.
Hourly consulting and wealth planning services fees ranging from $75 to $250 per hour, billed in arrears.
Fee-only: Hourly fees generally range from $75 to $250 per hour depending on service type (e.g., up to $250/hour for investment analysis, planning, administrative services, estate planning, retirement planning, educational programs; up to $95/hour for estate settlement, $75 to $250/hour for consulting services)
Main office
247 N. Shippen St., Suite 10
Lancaster PA 17602
Advisors at this office
2
Most active in
Pennsylvania
Also doing business as
Cornerstone Financial Advisors, LLC · Lancaster County Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Logan G
Series 65
Lancaster, PA
Lancaster County Financial Group, LLC
Logan Gotshall is a Series 65-licensed advisor with Lancaster County Financial Group, LLC, where he has worked since 2020. His prior experience includes roles in healthcare and other industries, including Quantum Imaging & Therapeutic Associates, Inc., and Scribe America. Lancaster County Financial Group provides investment management, wealth planning, and consulting services primarily to individuals, trusts, retirement plans, and businesses. The firm employs a Managed Asset Allocation Model approach, tailoring portfolios and rebalancing them based on client goals and economic conditions.
Christopher H
Series 63, Series 65
Lancaster, PA
Lancaster County Financial Group, LLC
Christopher Hasircoglu is a financial advisor at Lancaster County Financial Group, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities Service Network, Inc., Securities America, Inc., and OSAIC. In addition to portfolio management, he provides occasional life and health insurance products to clients. Lancaster County Financial Group offers investment management, wealth planning, and consulting services to individuals, trusts, retirement plans, and businesses. The firm employs an individualized asset-allocation approach with discretionary portfolio management and periodic rebalancing tailored to client objectives.
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