A complete list of active advisors currently associated with Lancaster County Financial Group, LLC
Warmer can help you find a great advisor at Lancaster County Financial Group, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Lancaster County Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lancaster, PA
| —
| |
Lancaster, PA
| 35
|
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