Mangolds Investment Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mangolds Investment Advisors serves a mix of individual and high‑net‑worth clients as well as trusts, estates, retirement plans, nonprofit organizations and business entities, offering discretionary portfolio management, written financial planning and periodic educational workshops. The firm reports approximately $65.4 million in discretionary assets under management and manages relationships for over 500 clients.
The firm tailors investment programs to each client’s goals, time horizon and risk tolerance and uses a combination of fundamental, technical, charting and economic analysis to guide discretionary trading through its custodian. Account reviews are conducted at least monthly with formal client meetings no less than annually, while financial planning is available on an hourly basis and seminars are offered for employee groups.
Distinctive features in the brochure include a formal educational seminar program that focuses on employer plan participation and debt‑payoff strategies, an offering noted as less common among peers. The firm also discloses an affiliated tax and accounting business whose principal devotes roughly 77 hours per month to that activity, and the firm’s roster of about 518 clients served by three advisors results in a relatively high client load per advisor compared with many supported firms.
Client services
Expertise
Fee options
1.00% annually
$100 per hour for financial planning; up to $250 per hour for educational seminars
Main office
See office2938 Columbia Avenue, Suite 801
Lancaster PA 17603
Advisors at this office
2
Offices (2)
Most active in
New York · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Sharon E
Series 65
Lancaster, PA
Mangolds Investment Advisors Inc.
Sharon England is a financial advisor with Mangolds Investment Advisors Inc. She holds a Series 65 designation and has been with the firm since 2026. Prior to this role, she has experience with Mangolds Tax Service Inc. as a tax professional since 2012 and spent 13 years at The Lancaster School of Cosmetology. Mangolds Investment Advisors serves individual and high-net-worth clients, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm provides discretionary portfolio management, written financial planning, and educational workshops, tailoring investment programs based on clients’ goals, time horizons, and risk tolerances.
Zachary B
Series 63, Series 65
Lancaster, PA
Mangolds Investment Advisors Inc.
Zachary Buterbaugh is a financial advisor with Mangolds Investment Advisors Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Primerica Advisors and operating as a sole proprietor. Outside of advisory services, he is involved with Mangold's Tax Service Inc., a tax preparation business. Mangolds Investment Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, nonprofits, and business entities. The firm offers discretionary portfolio management, written financial planning, and educational workshops, tailoring investment programs based on clients’ goals, time horizons, and risk tolerance.
Cody B
Series 63, Series 65
Corning, NY
Mangolds Investment Advisors Inc.
Cody Buterbaugh is a financial advisor at Mangolds Investment Advisors Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked in tax preparation and HVAC controls alongside his advisory role. Mangolds Investment Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and educational workshops, tailoring investment programs using a combination of fundamental, technical, charting, and economic analysis.
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