The Financial Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, delivering comprehensive and segmented plans that cover areas such as asset/liability analysis, tax and estate considerations, retirement and education planning, and a recently added Cash Flow Plan. The firm states it will assist clients with implementation of plan recommendations throughout the contract period but does not act as a custodian for client funds.
The firm's investment recommendations are grounded in fundamental security analysis and may include equities, mutual funds, municipal and corporate debt, variable insurance products and U.S. government securities. Implementation often occurs through the firm’s representatives in their other roles—as registered representatives and investment adviser representatives of LPL Financial and as licensed insurance agents—which the brochure discloses can create conflicts of interest the firm seeks to manage.
Notable distinctions from many peer teams include that the firm reports no regulatory assets under management, does not take investment discretion or custody of client accounts, and does not offer asset-based (percentage-of-AUM) advisory services; its primary business emphasis is on planning and consulting rather than portfolio management. The firm’s staff hold professional planning credentials (including CFPs and tax- and student-loan-related certifications), and representatives disclose affiliations with LPL and insurance companies (e.g., Banner Life, MassMutual, Unum), which the brochure identifies as sources of separate compensation.
Client services
Expertise
Fee options
Fixed fees for financial planning services: Cash Flow Plan $2,000; Retirement Plan $4,000; Comprehensive Plan $6,000
$300 per hour for Certified Financial Planner Practitioner; $100 per hour for staff
Account minimum: $3,500 minimum for annual retainer for comprehensive financial plan Minimum fee: Minimum annual retainer fee of $3,500 for a comprehensive financial plan Fee-only: Financial planning fees based on fixed fees: $2,000 for Cash Flow Plan, $4,000 for Retirement Plan, $6,000 for Comprehensive Plan. Hourly fees also offered: $300 per hour for CFP practitioner, $100 per hour for staff.
Main office
45 Wyntre Brooke Drive
York PA 17403
Advisors at this office
4
Most active in
Maryland · Pennsylvania · Texas
Also doing business as
The Financial Advisory Group · The Financial Advisory Group, Ltd · The Financial Advisory Group,Ltd..
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
Quick links
Advisors at this firm
Benjamin B
Verified by Warmer
CFP®, TPCP®, Series 7, Series 63, Series 65
York, PA
The Financial Advisory Group
Benjamin Burkhart is a CFP® professional with three years of experience in financial advising, currently with The Financial Advisory Group in York, PA. His prior experience includes roles at LPL Financial LLC and Concentus Wealth Advisors. Outside of his advisory work, he is a partner and CFO of Mid Atlantic Car Fest LLC and pursues photography as a part-time activity. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive plans covering asset and liability analysis, tax and estate considerations, retirement, education, and cash flow. The firm emphasizes planning and consulting services without managing client assets or offering asset-based fees.
Damien L
CFP®, Series 66
York, PA
The Financial Advisory Group
Damien Lynch is a CFP®-designated financial advisor with LPL Financial in York, PA, bringing 25 years of industry experience. He has operated The Financial Advisory Group, an independent registered investment advisory firm, since 2003. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Brad S
CFP®, Series 63, Series 65
York, PA
The Financial Advisory Group
Brad Stein is a CFP® with 34 years of experience in the financial services industry. He has been associated with LPL Financial and The Financial Advisory Group since 2000 and 2003, respectively. Stein provides financial planning and consulting services through The Financial Advisory Group, an independent advisory firm based in York, PA. The Financial Advisory Group offers fee-based financial planning primarily to individuals and families, focusing on comprehensive plans that include asset/liability analysis, tax and estate considerations, retirement and education planning, and cash flow management. The firm emphasizes planning and consulting over portfolio management and does not take discretionary control or custody of client assets.
Mary W
CFP®, Series 66
York, PA
The Financial Advisory Group
Mary Winand is a financial advisor with The Financial Advisory Group in York, PA, holding CFP® and Series 66 credentials and nine years of industry experience. She has been affiliated with The Financial Advisory Group and LPL Financial since 2016 and serves as the firm's Chief Compliance Officer. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive planning including asset/liability analysis, tax and estate considerations, retirement, and education planning. The firm emphasizes planning and consulting over portfolio management and does not take custody or discretionary control of client assets.
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